FAG
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Fortitude Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Fortitude Advisory Group’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,699
Closed -$221K – 217
2024
Q4 		$221K Buy
2,699
+241
+10% +$19.8K 0.13% 167
2024
Q3 		$204K Sell
2,458
-100
-4% -$8.25K 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 +$246K 0.15% 161
2022
Q2 		– Sell
-516
Closed -$43K – 1080
2022
Q1 		$43K Buy
516
+62
+14% +$5.24K 0.02% 588
2021
Q4 		$38K Buy
+454
New +$38.9K 0.02% 631

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fortitude Advisory Group's SHY Position: Q1 2025 in Review

Fortitude Advisory Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 2,699 shares — an estimated $221K sold.

Fortitude Advisory Group first reported a position in SHY in Q4 2021 and held it in 7 quarters. The position peaked at $248K in Q4 2023. 1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Fortitude Advisory Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Fortitude Advisory Group sold 2,699 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $221K.
  • Fortitude Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 7 quarters.
  • Fortitude Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $248K in Q4 2023.
  • 1,167 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Fortitude Advisory Group's 13F filing for Q1 2025, filed 17 Apr 2025.