Pinnacle Wealth Advisors SHY Holdings History
Number of Shares
603,277.00
Current Holdings Value*
$51.98 Mil
% of Portfolio
2.11%
Total Estimate Gain
$-2.24 Mil
% of Total Estimate Gain
-4.31%
Pinnacle Wealth Advisors's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2021-06-30, Pinnacle Wealth Advisors held 603,277.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $51.98 Mil. This investment constitutes 2.11% of their stock portfolio, and Pinnacle Wealth Advisors now holds 0.23% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2021Q2. Based on historical transaction data and SHY's current price of $82.50, Pinnacle Wealth Advisors's estimated gain on his SHY holdings is $-2.24 Mil, reflecting a -4.31% gain to date.
Pinnacle Wealth Advisors SHY ($82.50) Holding Chart
Pinnacle Wealth Advisors SHY ($82.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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