Forte Asset Management’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 | $423K | Hold |
5,100
| – | – | 0.22% | 58 |
|
|
2025
Q1 | $422K | Hold |
5,100
| – | – | 0.21% | 57 |
|
|
2024
Q4 | $418K | Hold |
5,100
| – | – | 0.22% | 54 |
|
|
2024
Q3 | $424K | Hold |
5,100
| – | – | 0.23% | 54 |
|
|
2024
Q2 | $416K | Buy |
5,100
+1,100
| +28% | +$89.8K | 0.25% | 51 |
|
|
2024
Q1 | $327K | Buy |
+4,000
| New | +$327K | 0.2% | 51 |
|
|
2023
Q1 | – | Sell |
-16,630
| Closed | -$1.35M | – | 64 |
|
|
2022
Q4 | $1.35M | Hold |
16,630
| – | – | 0.88% | 36 |
|
|
2022
Q3 | $1.35M | Hold |
16,630
| – | – | 0.9% | 36 |
|
|
2022
Q2 | $1.38M | Buy |
+16,630
| New | +$1.38M | 0.95% | 34 |
|