SEC 13F Intelligence

Select Asset Management & Trust / OEF

Select Asset Management & Trust’s Ishares Tr Position

Does Select Asset Management & Trust own Ishares Tr (OEF)? Yes28.4K shares worth $9M (+2.82% of its 13F portfolio) as of Q1 2026, down from 28.4K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
28.4K
% of Portfolio
+2.82%
Quarters Held
15
currently held

Position History OEF

Reported value by quarter
Q4 ’20: $7MQ4 ’20Q1 ’21: $6MQ2 ’21: $11MQ2 ’21Q3 ’21: $8MQ4 ’21: $4MQ4 ’21Q4 ’23: $8MQ1 ’24: $16MQ1 ’24Q2 ’24: $26MQ3 ’24: $24MQ3 ’24Q4 ’24: $20MQ1 ’25: $9MQ1 ’25Q2 ’25: $9MQ3 ’25: $9MQ3 ’25Q4 ’25: $10MQ1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202628.4K$9M+2.82%
Q4 202528.4K$10M+3.03%
Q3 202528.3K$9M+2.90%
Q2 202528.0K$9M+2.92%
Q1 202532.1K$9M+3.48%
Q4 202469.8K$20M+7.82%
Q3 202486.4K$24M+8.81%
Q2 202499.5K$26M+10.48%
Q1 202466.0K$16M+6.79%
Q4 202334.1K$8M+3.76%
Q4 202116.2K$4M+2.35%
Q3 202140.4K$8M+5.76%
Q2 202154.7K$11M+6.09%
Q1 202132.5K$6M+3.89%
Q4 202041.5K$7M+5.68%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Select Asset Management & Trust’s full portfolio or all institutional holders of OEF.