Fiduciary Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30M | Sell |
362,380
-14,409
| -4% | -$1.19M | 2.83% | 4 |
|
|
2025
Q1 | $31.2M | Sell |
376,789
-21,492
| -5% | -$1.78M | 3.12% | 4 |
|
|
2024
Q4 | $32.7M | Sell |
398,281
-35,988
| -8% | -$2.95M | 3.27% | 4 |
|
|
2024
Q3 | $36.1M | Sell |
434,269
-52,492
| -11% | -$4.36M | 3.66% | 4 |
|
|
2024
Q2 | $39.7M | Sell |
486,761
-47,236
| -9% | -$3.86M | 4.27% | 3 |
|
|
2024
Q1 | $43.7M | Buy |
533,997
+12,155
| +2% | +$994K | 4.76% | 1 |
|
|
2023
Q4 | $42.8M | Buy |
521,842
+9,792
| +2% | +$803K | 5.02% | 1 |
|
|
2023
Q3 | $41.5M | Sell |
512,050
-4,120
| -0.8% | -$334K | 5.29% | 1 |
|
|
2023
Q2 | $41.9M | Buy |
516,170
+4,949
| +1% | +$401K | 5.14% | 2 |
|
|
2023
Q1 | $42M | Sell |
511,221
-38,652
| -7% | -$3.18M | 5.46% | 1 |
|
|
2022
Q4 | $44.6M | Buy |
549,873
+154,011
| +39% | +$12.5M | 5.95% | 1 |
|
|
2022
Q3 | $32.2M | Buy |
395,862
+67,248
| +20% | +$5.46M | 4.17% | 2 |
|
|
2022
Q2 | $27.1M | Buy |
328,614
+113,263
| +53% | +$9.35M | 3.39% | 4 |
|
|
2022
Q1 | $17.9M | Buy |
+215,351
| New | +$17.9M | 2.36% | 8 |
|