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iShares Lehman Short Treasury Bond shares owned by Keel Point

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

Historical chart of Keel Point 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 Keel Point 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 Keel Point

Quarter filed Position value Share count Share price at filing
2024-03-31 $342k 3.1k 110.54
2023-12-31 $340k 3.1k 110.13
2023-09-30 $341k 3.1k 110.47
2023-06-30 $592k 5.4k 110.45
2023-03-31 $592k 5.4k 110.50
2022-12-31 $689k 6.3k 109.92
2022-09-30 $499k 4.5k 109.98
2022-06-30 $403k 3.7k 110.02

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)
Vanguard World Mega Cap Index (MGC)

View all positions for Keel Point

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