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PWMAG
Pinnacle Wealth Management Advisory Group’s
iShares 1-3 Year Treasury Bond ETF
SHY
Stock Holding History
Pinnacle Wealth Management Advisory Group’s Portfolio
SHY Stock Details
SHY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Sell
-4,760
Closed
-$410K
–
224
2021
Q2
$410K
Sell
4,760
-6,300
-57%
-$543K
0.1%
157
2021
Q1
$954K
Sell
11,060
-1,000
-8%
-$86.3K
0.27%
85
2020
Q4
$1.04M
Sell
12,060
-635
-5%
-$54.9K
0.32%
78
2020
Q3
$1.1M
Sell
12,695
-4,185
-25%
-$362K
0.38%
70
2020
Q2
$1.46M
Buy
16,880
+9,400
+126%
+$814K
0.54%
52
2020
Q1
$648K
Buy
+7,480
New
+$639K
0.31%
76
2019
Q4
–
Sell
-2,805
Closed
-$238K
–
193
2019
Q3
$238K
Hold
2,805
–
–
0.1%
155
2019
Q2
$238K
Sell
2,805
-310
-10%
-$26.1K
0.1%
164
2019
Q1
$262K
Hold
3,115
–
–
0.12%
151
2018
Q4
$260K
Buy
+3,115
New
+$259K
0.14%
134
Other funds holding SHY
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
FM
Forward Management
San Francisco, California
$907M AUM
0.46%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
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
PI
PineBridge Investments
New York
$11.9B AUM
23.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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