Pinnacle Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$52M	Buy	+603,277	New	+$52M	2.1%	6

Other funds holding SHY

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Pinnacle Wealth Advisors opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2021: 603,277 shares worth $52M. The stake represents 2.1% of the portfolio and ranks #6 among its holdings.

837 funds tracked by Wall St. Rank hold SHY as of Q2 2021.

Pinnacle Wealth Advisors held 603,277 shares of iShares 1-3 Year Treasury Bond ETF worth $52M as of Q2 2021.
iShares 1-3 Year Treasury Bond ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares 1-3 Year Treasury Bond ETF made up 2.1% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #6 holding.
837 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2021.

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