HGA
Hobbs Group Advisors’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 | $1.11M | Buy |
13,448
+3,532
| +36% | +$293K | 0.38% | 52 |
|
|
2025
Q1 | $820K | Hold |
9,916
| – | – | 0.31% | 64 |
|
|
2024
Q4 | $813K | Buy |
9,916
+136
| +1% | +$11.2K | 0.31% | 66 |
|
|
2024
Q3 | $813K | Sell |
9,780
-2,538
| -21% | -$211K | 0.29% | 60 |
|
|
2024
Q2 | $1.01M | Buy |
+12,318
| New | +$1.01M | 0.38% | 47 |
|
|
2023
Q4 | $1.08M | Buy |
+13,205
| New | +$1.08M | 0.48% | 35 |
|