Aj Wealth Strategies »

iShares Lehman Short Treasury Bond shares owned by Aj Wealth Strategies

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

Historical chart of Aj Wealth Strategies 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 Aj Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Short Treasury Bond by Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $245k 2.2k 110.45
2019-03-31 $321k 2.9k 110.73

More positions owned by Aj Wealth Strategies

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aj Wealth Strategies

Top funds holding iShares Lehman Short Treasury Bond

Jpmorgan Chase & Co
BlackRock
Wells Fargo & Company
Bank of America Corporation
FMR
UBS Group
Bank of Nova Scotia
LPL Financial
Banco Bilbao Vizcaya Argentaria
Betterment
Envestnet Asset Management
Wealthfront Advisers
Royal Bank of Canada
Divergent Wealth Advisors
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Short Treasury Bond