Lowery Thomas LLC’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 | $882K | Buy |
10,642
+1,353
| +15% | +$112K | 0.56% | 36 |
|
|
2025
Q1 | $768K | Buy |
9,289
+5,553
| +149% | +$459K | 0.53% | 38 |
|
|
2024
Q4 | $306K | Buy |
+3,736
| New | +$306K | 0.2% | 50 |
|
|
2023
Q4 | – | Sell |
-2,867
| Closed | -$232K | – | 48 |
|
|
2023
Q3 | $232K | Buy |
+2,867
| New | +$232K | 0.22% | 46 |
|
|
2023
Q1 | – | Sell |
-3,767
| Closed | -$306K | – | 45 |
|
|
2022
Q4 | $306K | Sell |
3,767
-38,661
| -91% | -$3.14M | 0.37% | 31 |
|
|
2022
Q3 | $3.45M | Sell |
42,428
-42,517
| -50% | -$3.45M | 4.03% | 9 |
|
|
2022
Q2 | $7.03M | Buy |
84,945
+9,835
| +13% | +$814K | 6.72% | 2 |
|
|
2022
Q1 | $6.26M | Buy |
75,110
+5,267
| +8% | +$439K | 4.86% | 6 |
|
|
2021
Q4 | $5.97M | Buy |
+69,843
| New | +$5.97M | 4.12% | 6 |
|