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iShares Lehman Short Treasury Bond shares owned by Summit Wealth Group

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

Historical chart of Summit Wealth Group 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 Summit Wealth Group 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 Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.0M 9.1k 110.45
2023-03-31 $10k 1.1M 0.01
2020-12-31 $5.9M 54k 110.54
2020-09-30 $6.9M 63k 110.70
2020-06-30 $8.7M 79k 110.74
2020-03-31 $9.5M 86k 111.02
2019-12-31 $9.0M 82k 110.46