Fortem Financial 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 | $661K | Sell |
7,980
-53,389
| -87% | -$4.42M | 0.21% | 98 |
|
|
2025
Q1 | $5.08M | Sell |
61,369
-27,651
| -31% | -$2.29M | 1.98% | 11 |
|
|
2024
Q4 | $7.3M | Buy |
89,020
+313
| +0.4% | +$25.7K | 2.83% | 6 |
|
|
2024
Q3 | $7.38M | Sell |
88,707
-16,039
| -15% | -$1.33M | 3% | 4 |
|
|
2024
Q2 | $8.55M | Sell |
104,746
-1,209
| -1% | -$98.7K | 3.68% | 3 |
|
|
2024
Q1 | $8.67M | Buy |
105,955
+2,985
| +3% | +$244K | 3.8% | 2 |
|
|
2023
Q4 | $8.45M | Buy |
102,970
+37,008
| +56% | +$3.04M | 4.2% | 2 |
|
|
2023
Q3 | $5.34M | Buy |
65,962
+14,807
| +29% | +$1.2M | 3.13% | 2 |
|
|
2023
Q2 | $4.15M | Buy |
51,155
+25,106
| +96% | +$2.04M | 2.46% | 6 |
|
|
2023
Q1 | $2.14M | Buy |
+26,049
| New | +$2.14M | 1.39% | 17 |
|