iShares Lehman Short Treasury Bond shares owned by KWB Wealth
Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in iShares Lehman Short Treasury Bond
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Quarterly reported holdings in iShares Lehman Short Treasury Bond by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $859k | 7.8k | 110.47 |
| 2025-03-31 | $854k | 7.8k | 110.11 |
| 2024-12-31 | $944k | 8.5k | 110.63 |
| 2024-09-30 | $931k | 8.4k | 110.50 |
| 2024-06-30 | $919k | 8.3k | 110.54 |
| 2024-03-31 | $919k | 8.3k | 110.54 |
| 2023-12-31 | $908k | 8.2k | 110.13 |
| 2023-09-30 | $884k | 8.0k | 110.45 |
| 2023-06-30 | $884k | 8.0k | 110.45 |
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