Foundry Financial Group’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 | $1.05M | Buy |
12,676
+1,593
| +14% | +$132K | 0.6% | 30 |
|
|
2025
Q1 | $917K | Sell |
11,083
-521
| -4% | -$43.1K | 0.56% | 34 |
|
|
2024
Q4 | $951K | Buy |
11,604
+2,049
| +21% | +$168K | 0.59% | 34 |
|
|
2024
Q3 | $794K | Buy |
9,555
+1,803
| +23% | +$150K | 0.5% | 34 |
|
|
2024
Q2 | $633K | Sell |
7,752
-63
| -0.8% | -$5.14K | 0.44% | 37 |
|
|
2024
Q1 | $639K | Buy |
7,815
+22
| +0.3% | +$1.8K | 0.46% | 36 |
|
|
2023
Q4 | $639K | Buy |
+7,793
| New | +$639K | 0.54% | 31 |
|