Lake Street Advisors Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$1.14M Sell
2022
Q4
$6.75M Buy
2022
Q3
$4.68M Buy
2022
Q2
$1.31M Buy
2020
Q2
Sell
2020
Q1
$272K Buy