Foundry Financial Group’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
Q3
$975K Sell
2025
Q2
$1.05M Buy
2025
Q1
$917K Sell
2024
Q4
$951K Buy
2024
Q3
$794K Buy
2024
Q2
$633K Sell
2024
Q1
$639K Buy
2023
Q4
$639K Buy