LGT Financial Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-684
| Closed | -$75.3K | – | 656 |
|
|
2024
Q4 | $75.3K | Sell |
684
-329
| -32% | -$36.2K | 0.17% | 116 |
|
|
2024
Q3 | $112K | Sell |
1,013
-342
| -25% | -$37.8K | 0.28% | 64 |
|
|
2024
Q2 | $150K | Buy |
+1,355
| New | +$150K | 0.32% | 59 |
|
|
2024
Q1 | – | Sell |
-4,718
| Closed | -$520K | – | 855 |
|
|
2023
Q4 | $520K | Sell |
4,718
-1,654
| -26% | -$182K | 0.64% | 29 |
|
|
2023
Q3 | $704K | Buy |
+6,372
| New | +$704K | 0.89% | 20 |
|