iShares Lehman Short Treasury Bond shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in iShares Lehman Short Treasury Bond
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Quarterly reported holdings in iShares Lehman Short Treasury Bond by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 184k | 110.63 |
| 2024-06-30 | $20M | 177k | 110.50 |
| 2024-03-31 | $19M | 170k | 110.54 |
| 2023-12-31 | $17M | 158k | 110.13 |
| 2023-09-30 | $20M | 181k | 110.47 |
| 2023-06-30 | $14M | 130k | 110.45 |
| 2023-03-31 | $10M | 93k | 110.50 |
| 2022-12-31 | $6.0M | 54k | 109.92 |
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