Fortitude Advisory Group’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 | $373K | Hold |
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|
2025
Q2 | $372K | Sell |
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|
2025
Q1 | $518K | Buy |
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|
2024
Q4 | $470K | Sell |
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|
2024
Q3 | $476K | Sell |
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|
2024
Q2 | $565K | Hold |
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|
2024
Q1 | $565K | Sell |
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|
2023
Q4 | $601K | Sell |
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|
2023
Q3 | $1.39M | Sell |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $115K | Sell |
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|
2021
Q4 | $3.54M | Buy |
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