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iShares Lehman Short Treasury Bond shares owned by West Branch Capital

Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by West Branch Capital from 13F filings

Historical chart of West Branch Capital investment in iShares Lehman Short Treasury Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Short Treasury Bond held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Short Treasury Bond by West Branch Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $209k 1.9k 110.53
2023-12-31 $207k 1.9k 110.13
2023-09-30 $546k 4.9k 110.46
2023-06-30 $540k 4.9k 110.45
2023-03-31 $534k 4.8k 110.50
2022-12-31 $557k 5.1k 109.92
2022-09-30 $580k 5.3k 109.95
2022-06-30 $579k 5.3k 110.14
2022-03-31 $579k 5.3k 110.24
2021-12-31 $580k 5.3k 110.43
2021-09-30 $695k 6.3k 110.51
2021-06-30 $695k 6.3k 110.51
2021-03-31 $695k 6.3k 110.51
2020-12-31 $732k 6.6k 110.54
2020-09-30 $956k 8.6k 110.66
2020-06-30 $956k 8.6k 110.70
2020-03-31 $956k 8.6k 111.00
2019-12-31 $1.0M 9.1k 110.46
2019-09-30 $1.0M 9.2k 110.65
2019-06-30 $1.2M 11k 110.68
2019-03-31 $1.3M 12k 110.56
2018-12-31 $1.5M 14k 110.32
2018-09-30 $982k 8.9k 110.47