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iShares Lehman Short Treasury Bond shares owned by Bull Oak Capital

Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by Bull Oak Capital from 13F filings

Historical chart of Bull Oak Capital 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 Bull Oak Capital 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 Bull Oak Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 158k 110.54
2023-12-31 $17M 154k 110.13
2023-09-30 $7.0M 64k 110.47
2023-06-30 $6.9M 63k 110.45
2023-03-31 $6.4M 58k 110.50
2022-12-31 $6.2M 56k 109.92
2022-09-30 $4.2M 38k 110.01

More positions owned by Bull Oak Capital

Ishares Core S&p 500 Etf Etf (IVV)
American Century Etf Trust Avantis U S Equity Etf Etf (AVUS)
Ishares Trust Ishares Short Treasury Bond Etf Etf (SHV)
Ishares Tr Core Msci Eafe Etf Etf (IEFA)
Spdr Series Trust Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Spdr Series Trust Spdr Portfolio S&p 500 Etf Etf (SPLG)
American Century Etf Trust Avantis U S Small Cap Value Etf Etf (AVUV)
Ishares Trust Ishares U S Treasury Bond Etf Etf (GOVT)
Vanguard Index Funds Vanguard Mid-cap Etf Etf (VO)
Alpha Architect Etf Tr Freedom 100 Emerging Markets Etf Etf (FRDM)
Vanguard Short Term Bond Etf Etf (BSV)
American Century Etf Trust Avantis International Small Cap Value Etf Etf (AVDV)
Proshares Trust Proshares Bitcoin Strategy Etf Etf (BITO)
Intuit Equity (INTU)
Microsoft Corp Equity (MSFT)

View all positions for Bull Oak Capital

Top funds holding iShares Lehman Short Treasury Bond

Wells Fargo & Company
Bank of America Corporation
Jpmorgan Chase & Co
Betterment
UBS Group
Branch Banking & Trust Company
Royal Bank of Canada
Bank of Nova Scotia
Anchor Capital Advisors
Goldman Sachs Group
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
Advisor Group Holdings
Bp Wealth Management
GM Advisory

View all funds holding iShares Lehman Short Treasury Bond