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Lewis Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lewis Asset Management’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$235K Buy
2,834
+48
+2% +$3.98K 0.11% 163
2025
Q1 		$230K Buy
2,786
+37
+1% +$3.06K 0.19% 111
2024
Q4 		$225K Buy
2,749
+230
+9% +$18.9K 0.17% 118
2024
Q3 		$209K Buy
+2,519
New +$209K 0.15% 126