Lowery Thomas LLC’s iShares 0-1 Year 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
Q3 | $1.07M | Buy |
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|
2025
Q2 | $981K | Buy |
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|
2025
Q1 | $816K | Buy |
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|
2024
Q4 | $306K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $518K | Sell |
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|
2023
Q3 | $521K | Buy |
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|
2023
Q2 | $395K | Sell |
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|
2023
Q1 | $494K | Sell |
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|
2022
Q4 | $639K | Sell |
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|
2022
Q3 | $8.49M | Sell |
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|
2022
Q2 | $13M | Buy |
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|
2022
Q1 | $7.58M | Buy |
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|
2021
Q4 | $3.86M | Buy |
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