LA
LM 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 | $1.5M | Hold |
13,572
| – | – | 0.19% | 67 |
|
|
2025
Q1 | $1.5M | Buy |
13,572
+64
| +0.5% | +$7.07K | 0.27% | 67 |
|
|
2024
Q4 | $1.49M | Sell |
13,508
-91
| -0.7% | -$10K | 0.27% | 67 |
|
|
2024
Q3 | $1.5M | Sell |
13,599
-6,850
| -33% | -$758K | 0.31% | 60 |
|
|
2024
Q2 | $2.26M | Sell |
20,449
-610
| -3% | -$67.4K | ﹤0.01% | 64 |
|
|
2024
Q1 | $2.33M | Sell |
21,059
-90
| -0.4% | -$9.95K | 0.37% | 54 |
|
|
2023
Q4 | $2.33M | Buy |
+21,149
| New | +$2.33M | 0.47% | 44 |
|