FGA
Fortis Group Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Sell |
7,440
-1,516
| -17% | -$167K | 0.15% | 126 |
|
|
2025
Q1 | $989K | Sell |
8,956
-4,142
| -32% | -$458K | 0.19% | 108 |
|
|
2024
Q4 | $1.44M | Sell |
13,098
-5,650
| -30% | -$622K | 0.27% | 84 |
|
|
2024
Q3 | $2.07M | Sell |
18,748
-6,689
| -26% | -$740K | 0.38% | 58 |
|
|
2024
Q2 | $2.81M | Sell |
25,437
-3,476
| -12% | -$384K | 0.56% | 49 |
|
|
2024
Q1 | $3.2M | Sell |
28,913
-61,544
| -68% | -$6.8M | 0.59% | 47 |
|
|
2023
Q4 | $10M | Hold |
90,457
| – | – | 2.47% | 7 |
|
|
2023
Q3 | $10M | Sell |
90,457
-6,648
| -7% | -$735K | 3.06% | 5 |
|
|
2023
Q2 | $10.7M | Buy |
97,105
+1,462
| +2% | +$161K | 2.85% | 4 |
|
|
2023
Q1 | $10.6M | Buy |
+95,643
| New | +$10.6M | 3.19% | 4 |
|
|
2020
Q3 | $10.1M | Buy |
+91,473
| New | +$10.1M | 1.96% | 13 |
|