iShares Lehman Short Treasury Bond shares owned by Whalen Wealth Management
Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by Whalen Wealth Management
from 13F filings
Historical chart of Whalen Wealth Management investment in iShares Lehman Short Treasury Bond
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Quarterly reported holdings in iShares Lehman Short Treasury Bond by Whalen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 124k | 110.49 |
| 2025-06-30 | $12M | 104k | 110.42 |
| 2025-03-31 | $10M | 91k | 110.46 |
| 2024-12-31 | $29M | 263k | 110.11 |
| 2024-09-30 | $5.4M | 48k | 110.63 |
| 2024-06-30 | $4.9M | 44k | 110.50 |
| 2024-03-31 | $23M | 208k | 110.54 |
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