FGA
Fortis Group Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.61M | Sell |
67,992
-9,369
| -12% | -$773K | 1.02% | 21 |
|
|
2025
Q1 | $6.4M | Sell |
77,361
-3,710
| -5% | -$307K | 1.24% | 21 |
|
|
2024
Q4 | $6.65M | Sell |
81,071
-16,510
| -17% | -$1.35M | 1.24% | 22 |
|
|
2024
Q3 | $8.11M | Buy |
97,581
+4,116
| +4% | +$342K | 1.5% | 20 |
|
|
2024
Q2 | $7.63M | Sell |
93,465
-118,157
| -56% | -$9.65M | 1.52% | 21 |
|
|
2024
Q1 | $17.3M | Buy |
211,622
+173,451
| +454% | +$14.2M | 3.19% | 4 |
|
|
2023
Q4 | $3.14M | Buy |
38,171
+349
| +0.9% | +$28.7K | 0.78% | 24 |
|
|
2023
Q3 | $3.11M | Buy |
37,822
+3,147
| +9% | +$259K | 0.95% | 21 |
|
|
2023
Q2 | $2.81M | Sell |
34,675
-2,805
| -7% | -$227K | 0.75% | 31 |
|
|
2023
Q1 | $3.08M | Buy |
+37,480
| New | +$3.08M | 0.93% | 24 |
|
|
2020
Q3 | $52.8M | Buy |
+610,497
| New | +$52.8M | 10.24% | 1 |
|