FAG
Fortitude Advisory Group’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 | $372K | Sell |
3,373
-1,324
| -28% | -$146K | 0.21% | 102 |
|
|
2025
Q1 | $518K | Buy |
4,697
+432
| +10% | +$47.6K | 0.37% | 55 |
|
|
2024
Q4 | $470K | Sell |
4,265
-39
| -0.9% | -$4.29K | 0.28% | 72 |
|
|
2024
Q3 | $476K | Sell |
4,304
-808
| -16% | -$89.4K | 0.3% | 74 |
|
|
2024
Q2 | $565K | Hold |
5,112
| – | – | 0.34% | 59 |
|
|
2024
Q1 | $565K | Sell |
5,112
-345
| -6% | -$38.1K | 0.32% | 68 |
|
|
2023
Q4 | $601K | Sell |
5,457
-7,122
| -57% | -$784K | 0.36% | 53 |
|
|
2023
Q3 | $1.39M | Sell |
12,579
-363
| -3% | -$40.1K | 0.94% | 17 |
|
|
2023
Q2 | $1.43M | Buy |
12,942
+2,276
| +21% | +$251K | 1.05% | 13 |
|
|
2023
Q1 | $1.18M | Buy |
10,666
+1,196
| +13% | +$132K | 0.91% | 15 |
|
|
2022
Q4 | $1.04M | Sell |
9,470
-1,510
| -14% | -$166K | 0.89% | 18 |
|
|
2022
Q3 | $1.21M | Buy |
10,980
+3
| +0% | +$330 | 1.15% | 13 |
|
|
2022
Q2 | $1.21M | Buy |
10,977
+9,933
| +951% | +$1.09M | 1.11% | 12 |
|
|
2022
Q1 | $115K | Sell |
1,044
-30,982
| -97% | -$3.41M | 0.06% | 311 |
|
|
2021
Q4 | $3.54M | Buy |
+32,026
| New | +$3.54M | 1.78% | 6 |
|