Gallagher Fiduciary Advisors’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 | $2.11M | Sell |
25,409
-6,216
| -20% | -$515K | 0.08% | 45 |
|
|
2025
Q1 | $2.62M | Buy |
31,625
+3,076
| +11% | +$254K | 0.09% | 51 |
|
|
2024
Q4 | $2.34M | Buy |
28,549
+447
| +2% | +$36.6K | 0.46% | 34 |
|
|
2024
Q3 | $2.34M | Buy |
28,102
+890
| +3% | +$74K | 0.47% | 33 |
|
|
2024
Q2 | $2.22M | Buy |
27,212
+16,676
| +158% | +$1.36M | 0.5% | 26 |
|
|
2024
Q1 | $862K | Sell |
10,536
-2,571
| -20% | -$210K | 0.03% | 64 |
|
|
2023
Q4 | $1.08M | Buy |
13,107
+1,845
| +16% | +$151K | 0.04% | 51 |
|
|
2023
Q3 | $912K | Sell |
11,262
-1,360
| -11% | -$110K | 0.08% | 50 |
|
|
2023
Q2 | $1.02M | Buy |
12,622
+39
| +0.3% | +$3.16K | 0.08% | 60 |
|
|
2023
Q1 | $1.03M | Buy |
+12,583
| New | +$1.03M | 0.09% | 60 |
|