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iShares Lehman Short Treasury Bond shares owned by Able Wealth Management

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

Historical chart of Able 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 Able Wealth Management 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 Able Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $21M 186k 110.63
2024-06-30 $20M 183k 110.50
2024-03-31 $20M 183k 110.54
2023-12-31 $19M 176k 110.13

More positions owned by Able Wealth Management

iShares Short Treasury Bond ETF Etf (SHV)
iShares MSCI ACWI ETF Etf (ACWI)
iShares Core S&P 500 ETF Etf (IVV)
iShares Edge MSCI Min Vol USA ETF Etf (USMV)
iShares Core S&P U.S. Value ETF Etf (IUSV)
Invesco S&P 100 Equal Weight ETF Etf (EQWL)
iShares Core S&P U.S. Growth ETF Etf (IUSG)
Fidelity Enhanced Large Cap Core Etf Etf (FELC)
JPMorgan U.S. Quality Factor ETF Etf (JQUA)
iShares Russell 1000 Growth ETF Etf (IWF)
Invesco S&P 500 Momentum ETF Etf (SPMO)
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)
Apple Stock (AAPL)
Mastercard Incorporated Stock (MA)
Putnam Etf Trust Putnam Focused Large Cap Value Etf Etf (PVAL)

View all positions for Able Wealth Management

Top funds holding iShares Lehman Short Treasury Bond

Hansen & Associates Financial Group
BlackRock
Jpmorgan Chase & Co
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Banco Bilbao Vizcaya Argentaria
LPL Financial
Envestnet Asset Management
Alliancebernstein
Wealthfront Advisers
Divergent Wealth Advisors
Wealth Enhancement Advisory Services
Royal Bank of Canada
Anchor Capital Advisors

View all funds holding iShares Lehman Short Treasury Bond