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iShares Lehman Short Treasury Bond shares owned by Surience Private Wealth

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

Historical chart of Surience Private 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 Surience Private 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 Surience Private Wealth

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.3M 39k 110.47
2023-06-30 $5.1M 46k 110.45
2022-09-30 $4.3M 39k 110.00

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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

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