Pinnacle Wealth Management Advisory Group, LLC Ishares Barclays 1 3 Year Trea Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$925 Million
Q1 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 29, 2021	SELL	$86.09 - $86.31 $409,788 - $410,835	-4,760 Closed	0 $0
Q2 2021 Aug 10, 2021	SELL	$86.11 - $86.32 $542,493 - $543,816	-6,300 Reduced 56.96%	4,760 $410,000
Q1 2021 May 13, 2021	SELL	$86.21 - $86.4 $86,210 - $86,400	-1,000 Reduced 8.29%	11,060 $954,000
Q4 2020 Feb 03, 2021	SELL	$86.32 - $86.46 $54,813 - $54,902	-635 Reduced 5.0%	12,060 $1.04 Million
Q3 2020 Oct 29, 2020	SELL	$86.46 - $86.63 $361,835 - $362,546	-4,185 Reduced 24.79%	12,695 $1.1 Million

Q2 2020 Aug 11, 2020	BUY	$86.48 - $86.8 $812,912 - $815,920	9,400 Added 125.67%	16,880 $1.46 Million
Q1 2020 May 08, 2020	BUY	$84.67 - $86.69 $633,331 - $648,441	7,480 New	7,480 $648,000
Q4 2019 Feb 05, 2020	SELL	$84.51 - $85.05 $237,050 - $238,565	-2,805 Closed	0 $0
Q2 2019 Aug 08, 2019	SELL	$83.84 - $84.81 $25,990 - $26,291	-310 Reduced 9.95%	2,805 $238,000
Q4 2018 Feb 05, 2019	BUY	$82.85 - $83.62 $258,077 - $260,476	3,115 New	3,115 $260,000

Others Institutions Holding SHY

# of Institutions

1,182

Shares Held

231M

Call Options Held

581K

Put Options Held

102K

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