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iShares Lehman Short Treasury Bond shares owned by Oakworth Capital

Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by Oakworth Capital from 13F filings

Historical chart of Oakworth Capital investment in iShares Lehman Short Treasury Bond

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All positions including iShares Lehman Short Treasury Bond held by Oakworth Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Short Treasury Bond by Oakworth Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 39k 110.63
2024-06-30 $32M 288k 110.50
2019-09-30 $3.0k 23 130.43

More positions owned by Oakworth Capital

Ishares Russell 1000 Value Mutual Fund/sto (IWD)
Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Apple Common Stock (AAPL)
Jp Morgan Chase & Co Common Stock (JPM)
Builders Firstsource Common Stock (BLDR)
Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Walmart Common Stock (WMT)
Spdr Gold Shares Mutual Fund/sto (GLD)
Ishares S&p 100 Mutual Fund/sto (OEF)

View all positions for Oakworth Capital

Top funds holding iShares Lehman Short Treasury Bond

Jpmorgan Chase & Co
BlackRock
BlackRock
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Bank of Nova Scotia
LPL Financial
Banco Bilbao Vizcaya Argentaria
Alliancebernstein
Envestnet Asset Management
Wealthfront Advisers
Royal Bank of Canada
Divergent Wealth Advisors
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Short Treasury Bond