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iShares Lehman Short Treasury Bond shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners 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 Root Financial Partners 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 Root Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $737k 6.7k 110.63
2024-06-30 $782k 7.1k 110.51
2024-03-31 $785k 7.1k 110.54
2023-12-31 $711k 6.5k 110.14
2023-09-30 $645k 5.8k 110.46