Pinnacle Wealth Management Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Sell |
7,467
-340
| -4% | -$28.2K | 0.35% | 54 |
|
|
2025
Q1 | $646K | Buy |
7,807
+400
| +5% | +$33.1K | 0.45% | 41 |
|
|
2024
Q4 | $607K | Buy |
7,407
+330
| +5% | +$27.1K | 0.38% | 52 |
|
|
2024
Q3 | $588K | Sell |
7,077
-85
| -1% | -$7.07K | 0.37% | 57 |
|
|
2024
Q2 | $585K | Sell |
7,162
-1,912
| -21% | -$156K | 0.4% | 47 |
|
|
2024
Q1 | $742K | Sell |
9,074
-1,324
| -13% | -$108K | 0.55% | 39 |
|
|
2023
Q4 | $853K | Buy |
10,398
+85
| +0.8% | +$6.97K | 0.7% | 39 |
|
|
2023
Q3 | $835K | Sell |
10,313
-94,599
| -90% | -$7.66M | 0.76% | 34 |
|
|
2023
Q2 | $8.51M | Sell |
104,912
-2,064
| -2% | -$167K | 7.43% | 2 |
|
|
2023
Q1 | $8.79M | Buy |
106,976
+5,559
| +5% | +$457K | 7.62% | 2 |
|
|
2022
Q4 | $8.23M | Buy |
101,417
+748
| +0.7% | +$60.7K | 7.3% | 2 |
|
|
2022
Q3 | $8.18M | Buy |
100,669
+59,681
| +146% | +$4.85M | 7.21% | 2 |
|
|
2022
Q2 | $3.39M | Buy |
+40,988
| New | +$3.39M | 2.84% | 7 |
|
|
2022
Q1 | – | Sell |
-34,282
| Closed | -$2.93M | – | 127 |
|
|
2021
Q4 | $2.93M | Sell |
34,282
-2
| -0% | -$171 | 2.17% | 13 |
|
|
2021
Q3 | $2.95M | Buy |
34,284
+1,827
| +6% | +$157K | 2.22% | 12 |
|
|
2021
Q2 | $2.8M | Buy |
+32,457
| New | +$2.8M | 2.04% | 13 |
|