LGT Financial Advisors’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
2025
Q1
Sell
2024
Q4
$75.3K Sell
2024
Q3
$112K Sell
2024
Q2
$150K Buy
2024
Q1
Sell
2023
Q4
$520K Sell
2023
Q3
$704K Buy