Founders Financial Alliance’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 | $615K | Sell |
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2025
Q1 | $689K | Sell |
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|
2024
Q4 | $691K | Buy |
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2024
Q3 | $700K | Buy |
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|
2024
Q2 | $687K | Sell |
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|
2024
Q1 | $960K | Buy |
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|
2023
Q4 | $949K | Sell |
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|
2023
Q3 | $985K | Sell |
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|
2023
Q2 | $1M | Buy |
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|
2023
Q1 | $999K | Buy |
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|
2022
Q4 | $953K | Sell |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $52K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $10K | Buy |
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