Fortitude Advisory Group L.L.C. Ishares Barclays 1 3 Year Trea Transaction History

Fortitude Advisory Group L.L.C.

$163 Million
Q4 2024

A detailed history of Fortitude Advisory Group L.L.C. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Fortitude Advisory Group L.L.C. holds 2,699 shares of SHY stock, worth $223,126. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,699

Previous 2,458 9.8%

Holding current value

$223,126

Previous $204,000 8.33%

% of portfolio

0.14%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$81.68 - $82.93 $19,684 - $19,986	241 Added 9.8%	2,699 $221,000
Q3 2024 Nov 13, 2024	SELL	$81.31 - $83.29 $8,131 - $8,329	-100 Reduced 3.91%	2,458 $204,000
Q1 2024 May 02, 2024	SELL	$81.49 - $82.34 $37,974 - $38,370	-466 Reduced 15.41%	2,558 $209,000
Q4 2023 Feb 05, 2024	BUY	$80.62 - $82.04 $243,794 - $248,088	3,024 New	3,024 $248,000
Q2 2022 Aug 16, 2022	SELL	$81.97 - $83.48 $42,296 - $43,075	-516 Closed	0 $0
Q1 2022 May 25, 2022	BUY	$83.25 - $85.49 $5,161 - $5,300	62 Added 13.66%	516 $43,000
Q4 2021 May 20, 2022	BUY	$85.5 - $86.18 $38,817 - $39,125	454 New	454 $38,000

Others Institutions Holding SHY

# of Institutions

1,293

Shares Held

240M

Call Options Held

359K

Put Options Held

44.4K

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About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

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Fortitude Advisory Group L.L.C. Ishares Barclays 1 3 Year Trea Transaction History