Pinnacle Wealth Management Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Pinnacle Wealth Management Group’s Portfolio ISTB Stock Details ISTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	+$223K	6.64%	3
2022 Q4	$7.32M	Buy	157,677 +1,132	+0.7%	+$52.4K	6.49%	3
2022 Q3	$7.22M	Buy	156,545 +85,285	+120%	+$4.02M	6.36%	3
2022 Q2	$3.38M	Buy	+71,260	New	+$3.4M	2.83%	8

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Pinnacle Wealth Management Group's ISTB Position: Q2 2023 in Review

Pinnacle Wealth Management Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2023, closing a stake of 162,440 shares — an estimated $7.66M sold.

Pinnacle Wealth Management Group first reported a position in ISTB in Q2 2022 and held it in 4 quarters. The position peaked at $7.66M in Q1 2023. 385 funds tracked by Wall St. Rank hold ISTB as of Q2 2023.

Pinnacle Wealth Management Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2023 after selling out during the quarter.
Pinnacle Wealth Management Group sold 162,440 iShares Core 1-5 Year USD Bond ETF shares in Q2 2023, an estimated $7.66M.
Pinnacle Wealth Management Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2022 and held it in 4 quarters.
Pinnacle Wealth Management Group's iShares Core 1-5 Year USD Bond ETF position peaked at $7.66M in Q1 2023.
385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2023.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2023, filed 10 Jul 2023.