Lake Point Wealth Management »

iShares Lehman Short Treasury Bond shares owned by Lake Point Wealth Management

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

Historical chart of Lake Point Wealth Management 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 Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Short Treasury Bond by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $5.0k 41 121.95
2019-03-31 $4.7M 42k 109.81
2018-12-31 $4.7M 42k 110.29

More positions owned by Lake Point Wealth Management

Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Active Bd Etf (BOND)
Procter & Gamble Company (PG)

View all positions for Lake Point Wealth Management

Top funds holding iShares Lehman Short Treasury Bond

BlackRock
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
UBS Group
Betterment
LPL Financial
Banco Bilbao Vizcaya Argentaria
Jpmorgan Chase & Co
Envestnet Asset Management
Bank of Nova Scotia
Royal Bank of Canada
Divergent Wealth Advisors
Branch Banking & Trust Company
Raymond James Financial Services Advisors

View all funds holding iShares Lehman Short Treasury Bond