iShares Lehman Short Treasury Bond shares owned by Fermata Advisors
Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in iShares Lehman Short Treasury Bond
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All positions including iShares Lehman Short Treasury Bond held by Fermata Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman Short Treasury Bond by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 18k | 110.15 |
| 2025-09-30 | $2.1M | 19k | 110.49 |
| 2025-06-30 | $2.2M | 20k | 110.42 |
| 2025-03-31 | $2.2M | 20k | 110.46 |
| 2024-12-31 | $2.6M | 23k | 110.11 |
| 2024-09-30 | $1.6M | 15k | 110.63 |
| 2024-06-30 | $1.8M | 16k | 110.50 |
| 2024-03-31 | $1.7M | 15k | 110.54 |
| 2023-12-31 | $2.0M | 19k | 110.13 |
| 2023-09-30 | $2.4M | 22k | 110.48 |
| 2023-06-30 | $2.5M | 23k | 110.45 |
| 2023-03-31 | $2.2M | 19k | 112.58 |
| 2022-12-31 | $2.4M | 22k | 109.93 |
| 2022-09-30 | $1.7M | 16k | 109.97 |
| 2022-06-30 | $399k | 3.6k | 110.16 |
| 2021-06-30 | $216k | 2.0k | 110.49 |
| 2021-03-31 | $243k | 2.2k | 112.08 |
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