iShares Lehman Short Treasury Bond shares owned by Oak Family Advisors
Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by Oak Family Advisors
from 13F filings
Historical chart of Oak Family Advisors investment in iShares Lehman Short Treasury Bond
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Quarterly reported holdings in iShares Lehman Short Treasury Bond by Oak Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 49k | 110.49 |
| 2025-06-30 | $7.5M | 68k | 110.42 |
| 2025-03-31 | $2.7M | 25k | 110.46 |
| 2024-12-31 | $3.0M | 27k | 110.11 |
| 2024-09-30 | $2.5M | 23k | 110.63 |
| 2024-06-30 | $2.3M | 20k | 110.50 |
| 2024-03-31 | $2.6M | 24k | 110.54 |
| 2023-12-31 | $1.3M | 12k | 110.13 |
| 2023-09-30 | $988k | 8.9k | 110.47 |
| 2023-06-30 | $542k | 4.9k | 110.45 |
| 2023-03-31 | $1.8M | 16k | 110.50 |
| 2022-12-31 | $3.1M | 29k | 109.92 |
| 2022-09-30 | $300k | 2.7k | 110.05 |
| 2022-06-30 | $2.0M | 18k | 110.12 |
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