M3 Advisory 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 | $932K | Hold |
11,249
| – | – | 0.64% | 33 |
|
|
2025
Q1 | $931K | Hold |
11,249
| – | – | 0.74% | 27 |
|
|
2024
Q4 | $922K | Hold |
11,249
| – | – | 0.66% | 33 |
|
|
2024
Q3 | $935K | Hold |
11,249
| – | – | 0.69% | 30 |
|
|
2024
Q2 | $918K | Hold |
11,249
| – | – | 0.76% | 27 |
|
|
2024
Q1 | $920K | Buy |
11,249
+43
| +0.4% | +$3.52K | 0.83% | 28 |
|
|
2023
Q4 | $919K | Buy |
+11,206
| New | +$919K | 1.08% | 26 |
|