iShares Lehman 1-3 Year Treas.Bond shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in iShares Lehman 1-3 Year Treas.Bond
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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $509k | 6.1k | 82.96 |
| 2025-06-30 | $548k | 6.6k | 82.86 |
| 2025-03-31 | $537k | 6.5k | 82.73 |
| 2024-12-31 | $535k | 6.5k | 81.98 |
| 2024-09-30 | $550k | 6.6k | 83.15 |
| 2024-06-30 | $541k | 6.6k | 81.65 |
| 2024-03-31 | $534k | 6.5k | 81.78 |
| 2023-12-31 | $416k | 5.1k | 82.04 |
| 2023-09-30 | $405k | 5.0k | 80.97 |
| 2023-06-30 | $368k | 4.5k | 81.08 |
| 2023-03-31 | $228k | 2.8k | 82.16 |
| 2022-12-31 | $2.4M | 29k | 81.17 |
| 2022-09-30 | $3.4M | 42k | 81.20 |
| 2022-06-30 | $4.1M | 49k | 82.79 |
| 2022-03-31 | $4.2M | 50k | 83.36 |
| 2021-12-31 | $4.3M | 50k | 85.54 |
| 2021-09-30 | $4.4M | 51k | 86.15 |
| 2021-06-30 | $4.4M | 51k | 86.16 |
| 2021-03-31 | $4.1M | 48k | 86.25 |
| 2020-12-31 | $3.6M | 42k | 86.39 |
| 2020-09-30 | $3.7M | 43k | 86.50 |
| 2020-06-30 | $3.9M | 45k | 86.61 |
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