Pinnacle Wealth Management Advisory Group’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,153
| Closed | -$1.34M | – | 296 |
|
|
2022
Q1 | $1.34M | Hold |
12,153
| – | – | 0.19% | 104 |
|
|
2021
Q4 | $1.34M | Hold |
12,153
| – | – | 0.22% | 100 |
|
|
2021
Q3 | $1.34M | Hold |
12,153
| – | – | 0.31% | 81 |
|
|
2021
Q2 | $1.34M | Sell |
12,153
-3,226
| -21% | -$356K | 0.31% | 81 |
|
|
2021
Q1 | $1.7M | Hold |
15,379
| – | – | 0.48% | 52 |
|
|
2020
Q4 | $1.7M | Buy |
15,379
+7,458
| +94% | +$824K | 0.52% | 51 |
|
|
2020
Q3 | $877K | Sell |
7,921
-85
| -1% | -$9.41K | 0.31% | 81 |
|
|
2020
Q2 | $887K | Buy |
+8,006
| New | +$887K | 0.33% | 76 |
|