LAM
Lummis Asset Management’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 | $132K | Hold |
1,595
| – | – | 0.09% | 65 |
|
|
2025
Q1 | $132K | Hold |
1,595
| – | – | 0.09% | 65 |
|
|
2024
Q4 | $131K | Hold |
1,595
| – | – | 0.17% | 46 |
|
|
2024
Q3 | $133K | Hold |
1,595
| – | – | 0.15% | 50 |
|
|
2024
Q2 | $130K | Hold |
1,595
| – | – | 0.17% | 46 |
|
|
2024
Q1 | $130K | Hold |
1,595
| – | – | 0.17% | 43 |
|
|
2023
Q4 | $131K | Buy |
+1,595
| New | +$131K | 0.1% | 63 |
|