Foundations Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$27.4M Buy
2025
Q1
$14.3M Sell
2024
Q4
$14.8M Sell
2024
Q3
$30.9M Buy
2024
Q2
$16.9M Sell
2024
Q1
$18.6M Sell
2023
Q4
$20.9M Sell
2023
Q3
$41.9M Buy
2023
Q2
$31.5M Sell
2023
Q1
$45.1M Sell
2022
Q4
$112M Buy
2022
Q3
$2.13M Buy
2021
Q4
Sell
2021
Q3
$483K Sell
2021
Q2
$634K Buy
2020
Q3
Sell
2020
Q2
$213K Sell
2020
Q1
$68.7M Buy
2018
Q4
Sell
2018
Q3
$4.7M Buy
2018
Q2
$4.32M Buy