Lugano Financial Advisors SA (LFA)’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 | $1.92M | Sell |
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2025
Q1 | $2.05M | Sell |
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|
2024
Q4 | $2.06M | Sell |
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|
2024
Q3 | $2.4M | Buy |
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|
2024
Q2 | $2.2M | Sell |
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|
2024
Q1 | $2.44M | Sell |
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|
2023
Q4 | $2.46M | Sell |
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|
2023
Q3 | $3.53M | Sell |
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|
2023
Q2 | $3.66M | Buy |
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|
2023
Q1 | $3.63M | Buy |
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|
2022
Q4 | $3.35M | Buy |
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|
2022
Q3 | $3.24M | Sell |
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|
2022
Q2 | $3.86M | Buy |
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|
2022
Q1 | $3.58M | Sell |
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|
2021
Q4 | $4.2M | Buy |
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|
2021
Q3 | $61K | Buy |
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