iShares Lehman Short Treasury Bond shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak Wealth Advisors 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 Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Lehman Short Treasury Bond by Heritage Oak Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $1.5M | 13k | 110.50 |
More positions owned by Heritage Oak Wealth Advisors
View all positions for Heritage Oak Wealth Advisors
Top funds holding iShares Lehman Short Treasury Bond
View all funds holding iShares Lehman Short Treasury Bond