LNWTC
Laird Norton Wetherby Trust Company’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,921
| Closed | -$1.43M | – | 138 |
|
|
2023
Q3 | $1.43M | Buy |
12,921
+452
| +4% | +$49.9K | 0.18% | 34 |
|
|
2023
Q2 | $1.38M | Sell |
12,469
-4,995
| -29% | -$552K | 0.16% | 36 |
|
|
2023
Q1 | $1.93M | Buy |
+17,464
| New | +$1.93M | 0.24% | 30 |
|
|
2022
Q2 | – | Sell |
-3,225
| Closed | -$355K | – | 178 |
|
|
2022
Q1 | $355K | Hold |
3,225
| – | – | 0.03% | 129 |
|
|
2021
Q4 | $356K | Hold |
3,225
| – | – | 0.03% | 137 |
|
|
2021
Q3 | $356K | Hold |
3,225
| – | – | 0.04% | 121 |
|
|
2021
Q2 | $356K | Sell |
3,225
-3,481
| -52% | -$384K | 0.04% | 113 |
|
|
2021
Q1 | $741K | Buy |
6,706
+1,312
| +24% | +$145K | 0.08% | 66 |
|
|
2020
Q4 | $596K | Buy |
+5,394
| New | +$596K | 0.07% | 79 |
|