Fortitude Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,699
| Closed | -$221K | – | 215 |
|
|
2024
Q4 | $221K | Buy |
2,699
+241
| +10% | +$19.8K | 0.13% | 167 |
|
|
2024
Q3 | $204K | Sell |
2,458
-100
| -4% | -$8.32K | 0.13% | 188 |
|
|
2024
Q2 | $209K | Hold |
2,558
| – | – | 0.12% | 171 |
|
|
2024
Q1 | $209K | Sell |
2,558
-466
| -15% | -$38.1K | 0.12% | 188 |
|
|
2023
Q4 | $248K | Buy |
+3,024
| New | +$248K | 0.15% | 161 |
|
|
2022
Q2 | – | Sell |
-516
| Closed | -$43K | – | 1076 |
|
|
2022
Q1 | $43K | Buy |
516
+62
| +14% | +$5.17K | 0.02% | 580 |
|
|
2021
Q4 | $38K | Buy |
+454
| New | +$38K | 0.02% | 623 |
|