Pinnacle Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Pinnacle Wealth Advisors’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$1.23M	Buy	+11,161	New	+$1.23M	0.05%	199

Other funds holding SHV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return

CRG

Cornerstone Retirement Group Reno, Nevada $350M AUM 8.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Wealth Advisors's SHV Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2021: 11,161 shares worth $1.23M. The stake represents 0.05% of the portfolio and ranks #199 among its holdings.

437 funds tracked by Wall St. Rank hold SHV as of Q2 2021.

Pinnacle Wealth Advisors held 11,161 shares of iShares 0-1 Year Treasury Bond ETF worth $1.23M as of Q2 2021.
iShares 0-1 Year Treasury Bond ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares 0-1 Year Treasury Bond ETF made up 0.05% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #199 holding.
437 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.