LSIA
LaSalle St. Investment Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.8M | Buy |
287,846
+1,221
| +0.4% | +$135K | 8.72% | 1 |
|
|
2025
Q1 | $31.7M | Sell |
286,625
-83,078
| -22% | -$9.18M | 7.46% | 2 |
|
|
2024
Q4 | $40.7M | Sell |
369,703
-7,090
| -2% | -$781K | 12.62% | 1 |
|
|
2024
Q3 | $41.7M | Buy |
376,793
+7,616
| +2% | +$843K | 16.38% | 1 |
|
|
2024
Q2 | $40.8M | Buy |
369,177
+2,230
| +0.6% | +$246K | 20.38% | 1 |
|
|
2024
Q1 | $40.6M | Sell |
366,947
-15,187
| -4% | -$1.68M | 22.79% | 1 |
|
|
2023
Q4 | $421M | Sell |
382,134
-341,611
| -47% | -$376M | 28.21% | 1 |
|
|
2023
Q3 | $80M | Buy |
723,745
+515
| +0.1% | +$56.9K | 39.1% | 1 |
|
|
2023
Q2 | $79.9M | Sell |
723,230
-15,674
| -2% | -$1.73M | 35.44% | 1 |
|
|
2023
Q1 | $81.6M | Buy |
738,904
+3,397
| +0.5% | +$375K | 36.07% | 1 |
|
|
2022
Q4 | $80.8M | Buy |
+735,507
| New | +$80.8M | 38.16% | 1 |
|