LFASL
Lugano Financial Advisors SA (LFA)’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
24,893
+2,451
| +11% | +$269K | 1.62% | 20 |
|
|
2025
Q1 | $2.48M | Sell |
22,442
-9,857
| -31% | -$1.09M | 1.69% | 19 |
|
|
2024
Q4 | $3.56M | Buy |
+32,299
| New | +$3.56M | 2.33% | 16 |
|
|
2021
Q4 | – | Sell |
-456
| Closed | -$50K | – | 124 |
|
|
2021
Q3 | $50K | Hold |
456
| – | – | 0.03% | 84 |
|
|
2021
Q2 | $50K | Hold |
456
| – | – | 0.03% | 83 |
|
|
2021
Q1 | $50K | Hold |
456
| – | – | 0.04% | 81 |
|
|
2020
Q4 | $50K | Hold |
456
| – | – | 0.04% | 88 |
|
|
2020
Q3 | $50K | Hold |
456
| – | – | 0.05% | 89 |
|
|
2020
Q2 | $50K | Buy |
+456
| New | +$50K | 0.05% | 94 |
|
|
2020
Q1 | – | Sell |
-456
| Closed | -$50K | – | 134 |
|
|
2019
Q4 | $50K | Buy |
+456
| New | +$50K | 0.04% | 111 |
|
|
2019
Q1 | – | Sell |
-730
| Closed | -$81K | – | 169 |
|
|
2018
Q4 | $81K | Hold |
730
| – | – | 0.06% | 114 |
|
|
2018
Q3 | $81K | Hold |
730
| – | – | 0.06% | 114 |
|
|
2018
Q2 | $80K | Buy |
+730
| New | +$80K | 0.08% | 92 |
|