iShares Lehman Short Treasury Bond shares owned by Lee Financial
Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in iShares Lehman Short Treasury Bond
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Quarterly reported holdings in iShares Lehman Short Treasury Bond by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $23M | 205k | 110.50 |
| 2024-03-31 | $22M | 200k | 110.54 |
| 2023-12-31 | $21M | 186k | 110.13 |
| 2023-09-30 | $19M | 171k | 110.47 |
| 2023-06-30 | $20M | 177k | 110.45 |
| 2023-03-31 | $20M | 183k | 110.50 |
| 2022-12-31 | $2.8M | 25k | 109.92 |
| 2022-03-31 | $29k | 260 | 111.54 |
| 2021-12-31 | $29k | 260 | 111.54 |
| 2021-09-30 | $29k | 260 | 111.54 |
| 2020-06-30 | $54k | 489 | 110.43 |
| 2020-03-31 | $54k | 489 | 110.43 |
| 2019-12-31 | $54k | 489 | 110.43 |
| 2019-09-30 | $54k | 489 | 110.43 |
| 2019-06-30 | $358k | 3.2k | 110.70 |
| 2019-03-31 | $304k | 2.7k | 110.75 |
| 2018-12-31 | $375k | 3.4k | 110.16 |
| 2018-09-30 | $376k | 3.4k | 110.46 |
| 2018-06-30 | $303k | 2.7k | 110.38 |
| 2018-03-31 | $303k | 2.7k | 110.38 |
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