Root Financial Partners »

iShares Lehman Short Treasury Bond shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners 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 Root Financial Partners 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 Root Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $785k 7.1k 110.54
2023-12-31 $711k 6.5k 110.14
2023-09-30 $645k 5.8k 110.46

More positions owned by Root Financial Partners

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Ultrashort Fixed (DUSB)

View all positions for Root Financial Partners

Top funds holding iShares Lehman Short Treasury Bond

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

View all funds holding iShares Lehman Short Treasury Bond