Fortis Group Advisors’s iShares Trust iShares 0-1 Year 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
Q3 | $482K | Sell |
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2025
Q2 | $822K | Sell |
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2025
Q1 | $989K | Sell |
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|
2024
Q4 | $1.44M | Sell |
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|
2024
Q3 | $2.07M | Sell |
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|
2024
Q2 | $2.81M | Sell |
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|
2024
Q1 | $3.2M | Sell |
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|
2023
Q4 | $10M | Hold |
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|
2023
Q3 | $10M | Sell |
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|
2023
Q2 | $10.7M | Buy |
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|
2023
Q1 | $10.6M | Buy |
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|
2020
Q3 | $10.1M | Buy |
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