EFG
Ethos Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Buy |
171,383
+26,671
| +18% | +$2.21M | 1.22% | 17 |
|
|
2025
Q1 | $12M | Buy |
144,712
+16,793
| +13% | +$1.39M | 1.14% | 20 |
|
|
2024
Q4 | $10.5M | Buy |
+127,919
| New | +$10.5M | 1.37% | 19 |
|
|
2023
Q3 | – | Sell |
-81,411
| Closed | -$6.69M | – | 196 |
|
|
2023
Q2 | $6.69M | Hold |
81,411
| – | – | 2.26% | 18 |
|
|
2023
Q1 | $6.69M | Buy |
81,411
+1,810
| +2% | +$149K | 2.08% | 19 |
|
|
2022
Q4 | $6.46M | Buy |
+79,601
| New | +$6.46M | 2.19% | 18 |
|