LM Advisors’s iShares Short 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
Q2
$1.5M Hold
2025
Q1
$1.5M Buy
2024
Q4
$1.49M Sell
2024
Q3
$1.5M Sell
2024
Q2
$2.26M Sell
2024
Q1
$2.33M Sell
2023
Q4
$2.33M Buy