Lummis Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lummis Asset Management’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$132K	Hold
2025 Q1	$132K	Hold
2024 Q4	$131K	Hold
2024 Q3	$133K	Hold
2024 Q2	$130K	Hold
2024 Q1	$130K	Hold
2023 Q4	$131K	Buy