iShares Lehman Short Treasury Bond shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in iShares Lehman Short Treasury Bond
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Quarterly reported holdings in iShares Lehman Short Treasury Bond by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $696k | 6.3k | 110.49 |
| 2025-06-30 | $723k | 6.5k | 110.42 |
| 2024-12-31 | $7.7M | 70k | 110.11 |
| 2021-09-30 | $1.2M | 11k | 110.49 |
| 2021-06-30 | $1.3M | 12k | 110.48 |
| 2021-03-31 | $2.3M | 21k | 110.53 |
| 2020-12-31 | $2.4M | 22k | 110.52 |
| 2020-09-30 | $2.4M | 22k | 110.68 |
| 2020-06-30 | $2.4M | 22k | 110.76 |
| 2020-03-31 | $2.6M | 23k | 111.01 |
| 2016-12-31 | $871k | 7.9k | 110.34 |
| 2016-09-30 | $1.1M | 9.9k | 110.47 |
| 2016-06-30 | $1.4M | 13k | 110.45 |
| 2016-03-31 | $23M | 208k | 110.36 |
| 2015-12-31 | $23M | 212k | 110.22 |
| 2015-09-30 | $24M | 216k | 110.31 |
| 2011-09-30 | $7.0k | 63 | 111.11 |
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