iShares Lehman Short Treasury Bond shares owned by Spartan Planning & Wealth Management
Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by Spartan Planning & Wealth Management
from 13F filings
Historical chart of Spartan Planning & Wealth Management investment in iShares Lehman Short Treasury Bond
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Quarterly reported holdings in iShares Lehman Short Treasury Bond by Spartan Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $339k | 3.1k | 110.15 |
| 2025-06-30 | $395k | 3.6k | 110.42 |
| 2025-03-31 | $814k | 7.4k | 110.46 |
| 2024-12-31 | $3.7M | 34k | 110.11 |
| 2023-12-31 | $4.5k | 41 | 110.12 |
| 2023-09-30 | $3.2M | 29k | 110.47 |
| 2022-12-31 | $2.5M | 23k | 109.92 |
| 2022-09-30 | $17M | 150k | 110.00 |
| 2022-06-30 | $22M | 199k | 110.10 |
| 2022-03-31 | $5.2M | 47k | 110.25 |
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