Pinnacle Family Advisors, LLC Ishares U.S. Treasury Bond ETF Transaction History

Pinnacle Family Advisors, LLC

$171 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	SELL	$21.99 - $23.01 $276,414 - $289,235	-12,570 Reduced 53.7%	10,836 $238,000
Q2 2023 Aug 14, 2023	BUY	$22.87 - $23.59 $325,851 - $336,110	14,248 Added 155.58%	23,406 $535,000
Q1 2023 May 15, 2023	SELL	$22.54 - $23.5 $277,670 - $289,496	-12,319 Reduced 57.36%	9,158 $214,000
Q4 2022 Feb 10, 2023	SELL	$22.18 - $23.3 $453,492 - $476,391	-20,446 Reduced 48.77%	21,477 $487,000
Q3 2022 Nov 14, 2022	BUY	$22.58 - $24.36 $181,520 - $195,830	8,039 Added 23.73%	41,923 $954,000
Q2 2022 Aug 15, 2022	BUY	$23.28 - $24.82 $3,142 - $3,350	135 Added 0.4%	33,884 $810,000
Q1 2022 May 16, 2022	BUY	$24.71 - $26.22 $72,696 - $77,139	2,942 Added 9.55%	33,749 $841,000
Q4 2021 Feb 14, 2022	SELL	$26.24 - $26.74 $332,408 - $338,742	-12,668 Reduced 29.14%	30,807 $822,000
Q3 2021 Nov 12, 2021	SELL	$26.48 - $26.97 $18,536 - $18,879	-700 Reduced 1.58%	43,475 $1.15 Million
Q2 2021 Aug 16, 2021	BUY	$26.19 - $26.61 $55,051 - $55,934	2,102 Added 5.0%	44,175 $1.18 Million
Q1 2021 May 14, 2021	BUY	$26.12 - $27.38 $392,949 - $411,904	15,044 Added 55.66%	42,073 $1.1 Million
Q4 2020 Feb 16, 2021	BUY	$27.24 - $27.93 $736,269 - $754,919	27,029 New	27,029 $736,000

Others Institutions Holding GOVT

# of Institutions

776

Shares Held

1.06B

Call Options Held

7.5K

Put Options Held

761K

Bank Of America Corp Charlotte, NC

377M
Shares

$8.46 Billion
0.74% of portfolio
Lpl Financial LLC Fort Mill, SC

108M
Shares

$2.42 Billion
1.16% of portfolio
Envestnet Asset Management Inc

68M
Shares

$1.53 Billion
0.53% of portfolio
Truist Financial Corp

65.4M
Shares

$1.47 Billion
2.44% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

36.6M
Shares

$823 Million
0.55% of portfolio

About ISHARES U.S. TREASURY BOND ETF

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