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

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 $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's SHY Position: Q3 2021 in Review

Pinnacle Wealth Management Advisory Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2021, closing a stake of 4,760 shares — an estimated $410K sold.

Pinnacle Wealth Management Advisory Group first reported a position in SHY in Q4 2018 and held it in 10 quarters. The position peaked at $1.46M in Q2 2020. 835 funds tracked by Wall St. Rank hold SHY as of Q3 2021.

Pinnacle Wealth Management Advisory Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 4,760 iShares 1-3 Year Treasury Bond ETF shares in Q3 2021, an estimated $410K.
Pinnacle Wealth Management Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 10 quarters.
Pinnacle Wealth Management Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $1.46M in Q2 2020.
835 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2021.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q3 2021, filed 29 Oct 2021.