iShares Lehman Short Treasury Bond shares owned by TruWealth Advisors
Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in iShares Lehman Short Treasury Bond
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Quarterly reported holdings in iShares Lehman Short Treasury Bond by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $211k | 1.9k | 110.42 |
| 2025-03-31 | $634k | 5.7k | 110.46 |
| 2024-12-31 | $931k | 8.5k | 110.11 |
| 2024-09-30 | $1.4M | 13k | 110.63 |
| 2024-06-30 | $1.3M | 12k | 110.50 |
| 2024-03-31 | $526k | 4.8k | 110.54 |
| 2023-12-31 | $714k | 6.5k | 110.13 |
| 2023-09-30 | $1.2M | 11k | 110.47 |
| 2023-06-30 | $570k | 5.2k | 110.45 |
| 2023-03-31 | $493k | 4.5k | 110.50 |
| 2022-03-31 | $201k | 1.8k | 110.20 |
| 2021-12-31 | $419k | 3.8k | 110.38 |
| 2021-09-30 | $447k | 4.1k | 110.37 |
| 2021-06-30 | $260k | 2.3k | 110.69 |
| 2021-03-31 | $494k | 4.5k | 110.42 |
| 2020-12-31 | $1.0M | 9.3k | 110.57 |
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