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iShares Lehman Short Treasury Bond shares owned by Morris Financial Concepts

Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by Morris Financial Concepts from 13F filings

Historical chart of Morris Financial Concepts 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 Morris Financial Concepts 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 Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7M 51k 110.54
2023-12-31 $5.5M 50k 110.13
2023-09-30 $5.3M 48k 110.47
2023-06-30 $5.6M 51k 110.45
2023-03-31 $4.6M 42k 110.50
2022-12-31 $2.4M 22k 109.92
2022-09-30 $115k 1.0k 109.94
2022-06-30 $32k 294 108.84
2022-03-31 $44k 399 110.28
2021-12-31 $44k 399 110.28