LFASL
Lugano Financial Advisors SA (LFA)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
23,366
-1,405
| -6% | -$116K | 1.14% | 23 |
|
|
2025
Q1 | $2.05M | Sell |
24,771
-388
| -2% | -$32.1K | 1.39% | 24 |
|
|
2024
Q4 | $2.06M | Sell |
25,159
-3,662
| -13% | -$300K | 1.35% | 27 |
|
|
2024
Q3 | $2.4M | Buy |
28,821
+1,881
| +7% | +$156K | 1.63% | 21 |
|
|
2024
Q2 | $2.2M | Sell |
26,940
-2,934
| -10% | -$240K | 1.68% | 21 |
|
|
2024
Q1 | $2.44M | Sell |
29,874
-172
| -0.6% | -$14.1K | 1.78% | 20 |
|
|
2023
Q4 | $2.46M | Sell |
30,046
-13,605
| -31% | -$1.12M | 1.94% | 19 |
|
|
2023
Q3 | $3.53M | Sell |
43,651
-1,508
| -3% | -$122K | 3.03% | 12 |
|
|
2023
Q2 | $3.66M | Buy |
45,159
+975
| +2% | +$79.1K | 2.44% | 12 |
|
|
2023
Q1 | $3.63M | Buy |
44,184
+2,861
| +7% | +$235K | 2.75% | 13 |
|
|
2022
Q4 | $3.35M | Buy |
41,323
+1,410
| +4% | +$114K | 2.49% | 14 |
|
|
2022
Q3 | $3.24M | Sell |
39,913
-6,684
| -14% | -$543K | 2.54% | 14 |
|
|
2022
Q2 | $3.86M | Buy |
46,597
+3,667
| +9% | +$304K | 2.7% | 12 |
|
|
2022
Q1 | $3.58M | Sell |
42,930
-6,124
| -12% | -$511K | 2.39% | 15 |
|
|
2021
Q4 | $4.2M | Buy |
49,054
+48,350
| +6,868% | +$4.14M | 2.42% | 14 |
|
|
2021
Q3 | $61K | Buy |
+704
| New | +$61K | 0.04% | 81 |
|