Pinnacle Wealth Management Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$615K Sell
2025
Q2
$619K Sell
2025
Q1
$646K Buy
2024
Q4
$607K Buy
2024
Q3
$588K Sell
2024
Q2
$585K Sell
2024
Q1
$742K Sell
2023
Q4
$853K Buy
2023
Q3
$835K Sell
2023
Q2
$8.51M Sell
2023
Q1
$8.79M Buy
2022
Q4
$8.23M Buy
2022
Q3
$8.18M Buy
2022
Q2
$3.39M Buy
2022
Q1
Sell
2021
Q4
$2.93M Sell
2021
Q3
$2.95M Buy
2021
Q2
$2.8M Buy