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iShares Lehman Short Treasury Bond shares owned by KWB Wealth

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

Historical chart of KWB 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 KWB 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $919k 8.3k 110.54
2023-12-31 $908k 8.2k 110.13
2023-09-30 $884k 8.0k 110.45
2023-06-30 $884k 8.0k 110.45

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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Actively Managed Etf Total Return (GTO)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)

View all positions for KWB 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