Lowery Thomas LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$882K Buy
2025
Q1
$768K Buy
2024
Q4
$306K Buy
2023
Q4
Sell
2023
Q3
$232K Buy
2023
Q1
Sell
2022
Q4
$306K Sell
2022
Q3
$3.45M Sell
2022
Q2
$7.03M Buy
2022
Q1
$6.26M Buy
2021
Q4
$5.97M Buy