Lowery Thomas LLC’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
$981K Buy
2025
Q1
$816K Buy
2024
Q4
$306K Buy
2024
Q1
Sell
2023
Q4
$518K Sell
2023
Q3
$521K Buy
2023
Q2
$395K Sell
2023
Q1
$494K Sell
2022
Q4
$639K Sell
2022
Q3
$8.49M Sell
2022
Q2
$13M Buy
2022
Q1
$7.58M Buy
2021
Q4
$3.86M Buy