PWMG
Pinnacle Wealth Management Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-162,440
| Closed | -$7.66M | – | 98 |
|
|
2023
Q1 | $7.66M | Buy |
162,440
+4,763
| +3% | +$225K | 6.64% | 3 |
|
|
2022
Q4 | $7.32M | Buy |
157,677
+1,132
| +0.7% | +$52.6K | 6.49% | 3 |
|
|
2022
Q3 | $7.22M | Buy |
156,545
+85,285
| +120% | +$3.93M | 6.36% | 3 |
|
|
2022
Q2 | $3.38M | Buy |
+71,260
| New | +$3.38M | 2.83% | 8 |
|