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iShares Lehman Short Treasury Bond shares owned by Advisor OS

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

Historical chart of Advisor OS 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 Advisor OS 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 Advisor OS

Quarter filed Position value Share count Share price at filing
2024-12-31 $648k 5.9k 110.10
2024-09-30 $705k 6.4k 110.63
2024-06-30 $516k 4.7k 110.50
2024-03-31 $531k 4.8k 110.54
2023-12-31 $1.3M 12k 110.12
2023-09-30 $1.2M 11k 110.00
2023-06-30 $1.1M 10k 110.00

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Top funds holding iShares Lehman Short Treasury Bond

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

View all funds holding iShares Lehman Short Treasury Bond