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iShares Lehman Short Treasury Bond shares owned by Trilogy Capital

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

Historical chart of Trilogy Capital 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 Trilogy Capital 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 Trilogy Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $596k 5.4k 110.54
2020-09-30 $6.3M 57k 110.70
2020-06-30 $7.1M 64k 110.74
2020-03-31 $7.0M 63k 110.89

More positions owned by Trilogy Capital

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Intl Qulty Div (IQDG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Wisdomtree Tr Yield Enhancd Us (AGGY)

View all positions for Trilogy Capital

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