iShares Lehman Short Treasury Bond shares owned by Forum Financial Management
Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in iShares Lehman Short Treasury Bond
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Quarterly reported holdings in iShares Lehman Short Treasury Bond by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 31k | 110.49 |
| 2025-06-30 | $2.4M | 22k | 110.42 |
| 2025-03-31 | $2.3M | 21k | 110.46 |
| 2024-12-31 | $3.4M | 31k | 110.11 |
| 2024-09-30 | $2.8M | 25k | 110.63 |
| 2024-06-30 | $4.7M | 42k | 110.50 |
| 2024-03-31 | $3.5M | 32k | 110.54 |
| 2023-12-31 | $3.0M | 27k | 110.13 |
| 2023-09-30 | $3.2M | 29k | 110.47 |
| 2023-06-30 | $3.3M | 30k | 110.45 |
| 2023-03-31 | $2.0M | 18k | 110.50 |
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