Lokken Investment Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Buy |
10,390
+2,677
| +35% | +$222K | 0.33% | 70 |
|
|
2025
Q1 | $638K | Buy |
7,713
+905
| +13% | +$74.9K | 0.27% | 74 |
|
|
2024
Q4 | $558K | Buy |
6,808
+1,757
| +35% | +$144K | 0.24% | 78 |
|
|
2024
Q3 | $420K | Buy |
5,051
+430
| +9% | +$35.8K | 0.18% | 98 |
|
|
2024
Q2 | $377K | Buy |
4,621
+565
| +14% | +$46.1K | 0.18% | 95 |
|
|
2024
Q1 | $332K | Buy |
4,056
+277
| +7% | +$22.7K | 0.17% | 101 |
|
|
2023
Q4 | $310K | Buy |
+3,779
| New | +$310K | 0.18% | 98 |
|