Lowery Thomas LLC’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
Q2 | $981K | Buy |
8,888
+1,501
| +20% | +$166K | 0.63% | 33 |
|
|
2025
Q1 | $816K | Buy |
7,387
+4,608
| +166% | +$509K | 0.56% | 35 |
|
|
2024
Q4 | $306K | Buy |
+2,779
| New | +$306K | 0.2% | 51 |
|
|
2024
Q1 | – | Sell |
-4,702
| Closed | -$518K | – | 48 |
|
|
2023
Q4 | $518K | Sell |
4,702
-18
| -0.4% | -$1.98K | 0.44% | 36 |
|
|
2023
Q3 | $521K | Buy |
4,720
+1,145
| +32% | +$126K | 0.5% | 36 |
|
|
2023
Q2 | $395K | Sell |
3,575
-891
| -20% | -$98.4K | 0.39% | 37 |
|
|
2023
Q1 | $494K | Sell |
4,466
-1,345
| -23% | -$149K | 0.54% | 32 |
|
|
2022
Q4 | $639K | Sell |
5,811
-71,406
| -92% | -$7.85M | 0.77% | 25 |
|
|
2022
Q3 | $8.49M | Sell |
77,217
-40,760
| -35% | -$4.48M | 9.93% | 1 |
|
|
2022
Q2 | $13M | Buy |
117,977
+49,232
| +72% | +$5.42M | 12.42% | 1 |
|
|
2022
Q1 | $7.58M | Buy |
68,745
+33,769
| +97% | +$3.72M | 5.88% | 3 |
|
|
2021
Q4 | $3.86M | Buy |
+34,976
| New | +$3.86M | 2.66% | 17 |
|