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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All positions including iShares Lehman Short Treasury Bond held by TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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