Founders Financial Alliance’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
Q2 | $615K | Sell |
7,416
-907
| -11% | -$75.2K | 0.14% | 149 |
|
|
2025
Q1 | $689K | Sell |
8,323
-103
| -1% | -$8.52K | 0.17% | 135 |
|
|
2024
Q4 | $691K | Buy |
8,426
+8
| +0.1% | +$656 | 0.19% | 112 |
|
|
2024
Q3 | $700K | Buy |
8,418
+5
| +0.1% | +$416 | 0.19% | 107 |
|
|
2024
Q2 | $687K | Sell |
8,413
-3,331
| -28% | -$272K | 0.2% | 107 |
|
|
2024
Q1 | $960K | Buy |
11,744
+176
| +2% | +$14.4K | 0.29% | 80 |
|
|
2023
Q4 | $949K | Sell |
11,568
-595
| -5% | -$48.8K | 0.37% | 60 |
|
|
2023
Q3 | $985K | Sell |
12,163
-183
| -1% | -$14.8K | 0.43% | 50 |
|
|
2023
Q2 | $1M | Buy |
12,346
+189
| +2% | +$15.3K | 0.39% | 57 |
|
|
2023
Q1 | $999K | Buy |
12,157
+414
| +4% | +$34K | 0.5% | 52 |
|
|
2022
Q4 | $953K | Sell |
11,743
-816
| -6% | -$66.2K | 0.44% | 60 |
|
|
2022
Q3 | $1.02M | Buy |
12,559
+11,925
| +1,881% | +$969K | 0.52% | 51 |
|
|
2022
Q2 | $52K | Buy |
+634
| New | +$52K | 0.03% | 331 |
|
|
2021
Q1 | – | Sell |
-116
| Closed | -$10K | – | 480 |
|
|
2020
Q4 | $10K | Buy |
+116
| New | +$10K | 0.01% | 367 |
|