Fortis Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $882K | Buy |
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|
2025
Q1 | $873K | Buy |
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|
2024
Q4 | $865K | Buy |
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|
2024
Q3 | $856K | Buy |
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|
2024
Q2 | $844K | Buy |
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|
2024
Q1 | $833K | Buy |
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|
2023
Q4 | $823K | Buy |
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|
2023
Q3 | $812K | Buy |
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|
2023
Q2 | $802K | Buy |
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|
2023
Q1 | $793K | Sell |
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|
2022
Q4 | $884K | Buy |
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|
2022
Q3 | $432K | Buy |
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|
2022
Q2 | $431K | Buy |
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|
2022
Q1 | $431K | Hold |
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|
2021
Q4 | $431K | Hold |
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|
2021
Q3 | $432K | Hold |
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|
2021
Q2 | $432K | Hold |
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|
2021
Q1 | $432K | Hold |
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|
2020
Q4 | $432K | Buy |
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|
2020
Q3 | $432K | Sell |
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|
2020
Q2 | $1.59M | Buy |
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|
2020
Q1 | $1.58M | Buy |
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|
2019
Q4 | $1.54M | Buy |
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|
2019
Q3 | $1.38M | Buy |
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|
2019
Q2 | $1.38M | Buy |
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|
2019
Q1 | $1.16M | Buy |
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