Fortis Group Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.61M | Sell |
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2025
Q1 | $6.4M | Sell |
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|
2024
Q4 | $6.65M | Sell |
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|
2024
Q3 | $8.11M | Buy |
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|
2024
Q2 | $7.63M | Sell |
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|
2024
Q1 | $17.3M | Buy |
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|
2023
Q4 | $3.14M | Buy |
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|
2023
Q3 | $3.11M | Buy |
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|
2023
Q2 | $2.81M | Sell |
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|
2023
Q1 | $3.08M | Buy |
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|
2020
Q3 | $52.8M | Buy |
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