FPCG
Forum Private Client Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Sell |
5,929
-116
| -2% | -$9.61K | 0.19% | 49 |
|
|
2025
Q1 | $500K | Buy |
6,045
+280
| +5% | +$23.2K | 0.22% | 46 |
|
|
2024
Q4 | $473K | Sell |
5,765
-1
| -0% | -$82 | 0.21% | 47 |
|
|
2024
Q3 | $479K | Sell |
5,766
-1,096
| -16% | -$91.1K | 0.21% | 43 |
|
|
2024
Q2 | $560K | Sell |
6,862
-1,403
| -17% | -$115K | 0.27% | 41 |
|
|
2024
Q1 | $676K | Sell |
8,265
-7,145
| -46% | -$584K | 0.33% | 39 |
|
|
2023
Q4 | $1.26M | Buy |
+15,410
| New | +$1.26M | 0.66% | 30 |
|
|
2023
Q3 | – | Sell |
-17,875
| Closed | -$1.45M | – | 53 |
|
|
2023
Q2 | $1.45M | Buy |
17,875
+4,997
| +39% | +$405K | 0.83% | 28 |
|
|
2023
Q1 | $1.06M | Sell |
12,878
-305
| -2% | -$25.1K | 0.67% | 30 |
|
|
2022
Q4 | $1.07M | Sell |
13,183
-717
| -5% | -$58.2K | 0.74% | 28 |
|
|
2022
Q3 | $1.13M | Sell |
13,900
-417
| -3% | -$33.9K | 0.84% | 27 |
|
|
2022
Q2 | $1.19M | Buy |
14,317
+1,918
| +15% | +$159K | 0.86% | 28 |
|
|
2022
Q1 | $1.03M | Buy |
+12,399
| New | +$1.03M | 0.8% | 30 |
|