iShares Lehman Short Treasury Bond shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in iShares Lehman Short Treasury Bond
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Quarterly reported holdings in iShares Lehman Short Treasury Bond by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.6M | 51k | 110.54 |
| 2023-12-31 | $5.6M | 50k | 110.13 |
| 2023-09-30 | $5.9M | 54k | 110.47 |
| 2023-06-30 | $5.6M | 50k | 110.45 |
| 2023-03-31 | $6.5M | 59k | 110.50 |
| 2022-12-31 | $8.6M | 78k | 109.92 |
| 2022-09-30 | $7.5M | 68k | 109.99 |
| 2022-06-30 | $10M | 91k | 110.10 |
| 2022-03-31 | $134k | 245k | 0.55 |
| 2021-12-31 | $420k | 3.8k | 110.50 |
| 2021-06-30 | $246k | 2.2k | 110.26 |
| 2020-12-31 | $209k | 1.9k | 110.58 |
| 2020-09-30 | $4.9M | 45k | 110.70 |
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