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iShares Lehman Short Treasury Bond shares owned by Capital Advisors

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

Historical chart of Capital Advisors 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 Capital Advisors 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 29k 110.55
2023-12-31 $4.6M 42k 110.13
2023-09-30 $5.0M 46k 110.48
2023-06-30 $5.0M 45k 110.44
2023-03-31 $4.2M 38k 110.49
2022-12-31 $889k 8.1k 109.93
2022-09-30 $9.0k 83 108.43

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Caesars Entertainment (CZR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Capital Advisors

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