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iShares Lehman Short Treasury Bond shares owned by AdvicePeriod

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

Historical chart of AdvicePeriod investment in iShares Lehman Short Treasury Bond

Jan 2018Jul 2018Jan 2019Jul 2019Jan 2020Jul 2020Jan 2021Jul 20212M4M6M20k30k40k50k60k
Value ($)Share countHistorical SHV position of AdvicePeriod Source: stockzoa.comValue ($)Share count

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All positions including iShares Lehman Short Treasury Bond held by AdvicePeriod 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 AdvicePeriod

Quarter filed Position value Share count Share price at filing
2021-06-30 $2.2M 20k 110.50
2021-03-31 $2.3M 21k 110.50
2020-12-31 $2.4M 22k 110.53
2020-09-30 $2.6M 24k 110.71
2020-06-30 $3.7M 33k 110.73
2020-03-31 $2.8M 26k 111.04
2019-12-31 $5.4M 47k 114.06
2019-09-30 $6.7M 59k 113.52
2019-06-30 $5.9M 52k 113.90
2019-03-31 $5.0M 43k 114.47
2018-12-31 $2.9M 25k 114.07
2018-09-30 $2.4M 22k 110.44
2018-06-30 $1.9M 17k 110.41
2018-03-31 $1.8M 17k 110.35
2017-12-31 $1.6M 15k 110.27

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Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded No Amer Energy (EMLP)

View all positions for AdvicePeriod

Top funds holding iShares Lehman Short Treasury Bond

BlackRock
FMR
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
LPL Financial
Jpmorgan Chase & Co
Wealth Enhancement Advisory Services
Northwestern Mutual Wealth Management Company
Betterment
UBS Group
Banco Bilbao Vizcaya Argentaria
NFP Retirement
Raymond James Financial
Envestnet Asset Management

View all funds holding iShares Lehman Short Treasury Bond