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GM Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69M | Buy |
832,544
+21,288
| +3% | +$1.76M | 3.41% | 5 |
|
|
2025
Q1 | $67.1M | Buy |
811,256
+95,887
| +13% | +$7.93M | 3.62% | 5 |
|
|
2024
Q4 | $58.6M | Buy |
715,369
+44,453
| +7% | +$3.64M | 3.25% | 7 |
|
|
2024
Q3 | $55.8M | Buy |
670,916
+51,470
| +8% | +$4.28M | 3.34% | 7 |
|
|
2024
Q2 | $50.6M | Buy |
619,446
+25,398
| +4% | +$2.07M | 3.26% | 7 |
|
|
2024
Q1 | $48.6M | Sell |
594,048
-38,011
| -6% | -$3.11M | 3.41% | 8 |
|
|
2023
Q4 | $51.9M | Sell |
632,059
-113,474
| -15% | -$9.31M | 3.92% | 7 |
|
|
2023
Q3 | $60.4M | Sell |
745,533
-6,592
| -0.9% | -$534K | 4.93% | 7 |
|
|
2023
Q2 | $61M | Sell |
752,125
-12,188
| -2% | -$988K | 5.05% | 7 |
|
|
2023
Q1 | $62.8M | Sell |
764,313
-39,458
| -5% | -$3.24M | 5.72% | 5 |
|
|
2022
Q4 | $65.2M | Buy |
803,771
+5,204
| +0.7% | +$422K | 6.96% | 3 |
|
|
2022
Q3 | $64.9M | Buy |
798,567
+9,660
| +1% | +$784K | 8.16% | 2 |
|
|
2022
Q2 | $65.3M | Buy |
+788,907
| New | +$65.3M | 10.19% | 1 |
|
|
2020
Q1 | – | Sell |
-5,000
| Closed | -$423K | – | 139 |
|
|
2019
Q4 | $423K | Buy |
5,000
+1,996
| +66% | +$169K | 0.13% | 55 |
|
|
2019
Q3 | $255K | Buy |
+3,004
| New | +$255K | 0.08% | 88 |
|