PWMAG
Pinnacle Wealth Management Advisory Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Buy |
35,665
+455
| +1% | +$54.2K | 0.35% | 60 |
|
|
2025
Q1 | $4.16M | Buy |
35,210
+2,415
| +7% | +$285K | 0.39% | 61 |
|
|
2024
Q4 | $3.79M | Buy |
32,795
+1,139
| +4% | +$132K | 0.35% | 63 |
|
|
2024
Q3 | $3.79M | Buy |
31,656
+1,102
| +4% | +$132K | 0.36% | 62 |
|
|
2024
Q2 | $3.53M | Buy |
30,554
+2,085
| +7% | +$241K | 0.36% | 64 |
|
|
2024
Q1 | $3.3M | Sell |
28,469
-795
| -3% | -$92.1K | 0.35% | 66 |
|
|
2023
Q4 | $3.43M | Sell |
29,264
-3,528
| -11% | -$413K | 0.4% | 61 |
|
|
2023
Q3 | $3.71M | Sell |
32,792
-5,486
| -14% | -$621K | 0.48% | 54 |
|
|
2023
Q2 | $4.41M | Buy |
38,278
+7,953
| +26% | +$917K | 0.55% | 45 |
|
|
2023
Q1 | $3.57M | Sell |
30,325
-738
| -2% | -$86.8K | 0.48% | 56 |
|
|
2022
Q4 | $3.57M | Sell |
31,063
-346
| -1% | -$39.8K | 0.54% | 51 |
|
|
2022
Q3 | $3.59M | Buy |
31,409
+503
| +2% | +$57.5K | 0.6% | 44 |
|
|
2022
Q2 | $3.69M | Sell |
30,906
-1,838
| -6% | -$219K | 0.59% | 49 |
|
|
2022
Q1 | $4M | Buy |
32,744
+1,921
| +6% | +$234K | 0.58% | 48 |
|
|
2021
Q4 | $3.97M | Sell |
30,823
-637
| -2% | -$82K | 0.65% | 42 |
|
|
2021
Q3 | $4.1M | Buy |
31,460
+2,954
| +10% | +$385K | 0.96% | 26 |
|
|
2021
Q2 | $3.72M | Buy |
28,506
+710
| +3% | +$92.7K | 0.87% | 28 |
|
|
2021
Q1 | $3.61M | Buy |
27,796
+1,298
| +5% | +$169K | 1.01% | 27 |
|
|
2020
Q4 | $3.52M | Sell |
26,498
-467
| -2% | -$62.1K | 1.07% | 23 |
|
|
2020
Q3 | $3.6M | Buy |
26,965
+932
| +4% | +$124K | 1.25% | 20 |
|
|
2020
Q2 | $3.48M | Buy |
26,033
+1,129
| +5% | +$151K | 1.29% | 20 |
|
|
2020
Q1 | $3.32M | Sell |
24,904
-2,422
| -9% | -$323K | 1.61% | 18 |
|
|
2019
Q4 | $3.44M | Buy |
27,326
+960
| +4% | +$121K | 1.28% | 21 |
|
|
2019
Q3 | $3.34M | Buy |
26,366
+2,470
| +10% | +$313K | 1.4% | 18 |
|
|
2019
Q2 | $3.01M | Buy |
23,896
+2,965
| +14% | +$373K | 1.28% | 19 |
|
|
2019
Q1 | $2.58M | Buy |
20,931
+6,078
| +41% | +$749K | 1.16% | 21 |
|
|
2018
Q4 | $1.8M | Buy |
14,853
+9,020
| +155% | +$1.09M | 0.98% | 25 |
|
|
2018
Q3 | $695K | Buy |
5,833
+1,868
| +47% | +$223K | 0.34% | 79 |
|
|
2018
Q2 | $476K | Buy |
+3,965
| New | +$476K | 0.26% | 94 |
|