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iShares Lehman Short Treasury Bond shares owned by Impact Partnership Wealth

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

Historical chart of Impact Partnership Wealth 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 Impact Partnership Wealth 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 Impact Partnership Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $359k 3.3k 110.13
2023-09-30 $902k 8.2k 110.47
2023-06-30 $964k 8.7k 110.45

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Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Growth Etf (VUG)
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Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Mbs Etf (MBB)

View all positions for Impact Partnership Wealth

Top funds holding iShares Lehman Short Treasury Bond

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

View all funds holding iShares Lehman Short Treasury Bond