A detailed history of Pinnacle Private Wealth, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 4,714 shares of SHY stock, worth $386,783. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,714
Previous 3,019 56.14%
Holding current value
$386,783
Previous $252,000 54.76%
% of portfolio
0.15%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 15, 2022

BUY
$81.97 - $83.48 $138,939 - $141,498
1,695 Added 56.14%
4,714 $390,000
Q1 2022

Apr 29, 2022

BUY
$83.25 - $85.49 $251,331 - $258,094
3,019 New
3,019 $252,000

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Pinnacle Private Wealth, LLC Portfolio

Follow Pinnacle Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Private Wealth, LLC with notifications on news.