Pinnacle Wealth Planning Services’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	$782K	Hold	9,436	–	–	0.1%	118
2025 Q1	$781K	Buy	9,436 +557	+6%	+$46.1K	0.12%	100
2024 Q4	$728K	Buy	+8,879	New	+$728K	0.11%	109
2021 Q1	–	Sell	-111	Closed	-$10K	–	1664
2020 Q4	$10K	Buy	+111	New	+$10K	﹤0.01%	1397