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

Pinnacle Wealth Management Advisory Group’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
2022 Q2	–	Sell	-12,153	Closed	-$1.34M	–	297
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%	+$825K	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

Other funds holding SHV

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

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

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

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

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

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

Pinnacle Wealth Management Advisory Group's SHV Position: Q2 2022 in Review

Pinnacle Wealth Management Advisory Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2022, closing a stake of 12,153 shares — an estimated $1.34M sold.

Pinnacle Wealth Management Advisory Group first reported a position in SHV in Q2 2020 and held it in 8 quarters. The position peaked at $1.7M in Q1 2021. 527 funds tracked by Wall St. Rank hold SHV as of Q2 2022.

Pinnacle Wealth Management Advisory Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 12,153 iShares 0-1 Year Treasury Bond ETF shares in Q2 2022, an estimated $1.34M.
Pinnacle Wealth Management Advisory Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and held it in 8 quarters.
Pinnacle Wealth Management Advisory Group's iShares 0-1 Year Treasury Bond ETF position peaked at $1.7M in Q1 2021.
527 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2022.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2022, filed 1 Aug 2022.