SAG
SageView 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 | $1.56M | Buy |
18,952
+7,378
| +64% | +$609K | 0.06% | 179 |
|
|
2025
Q1 | $958K | Buy |
11,574
+608
| +6% | +$50.3K | 0.04% | 233 |
|
|
2024
Q4 | $899K | Buy |
10,966
+6,166
| +128% | +$506K | 0.04% | 237 |
|
|
2024
Q3 | $399K | Buy |
+4,800
| New | +$399K | 0.02% | 333 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 270 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 788 |
|
|
2023
Q4 | – | Sell |
-107,845
| Closed | -$8.73M | – | 353 |
|
|
2023
Q3 | $8.73M | Sell |
107,845
-2,913
| -3% | -$236K | 0.5% | 30 |
|
|
2023
Q2 | $8.98M | Sell |
110,758
-1,469
| -1% | -$119K | 0.5% | 32 |
|
|
2023
Q1 | $9.22M | Buy |
112,227
+102,327
| +1,034% | +$8.41M | 0.59% | 28 |
|
|
2022
Q4 | $804K | Buy |
+9,900
| New | +$804K | 0.07% | 179 |
|