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iShares Lehman Short Treasury Bond shares owned by Atlantic Private Wealth

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

Historical chart of Atlantic Private Wealth 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 Atlantic Private Wealth 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 Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $10k 92 110.58
2025-09-30 $20k 181 110.54

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View all positions for Atlantic Private Wealth

Top funds holding iShares Lehman Short Treasury Bond

BlackRock
Wells Fargo & Company
LPL Financial
UBS Group
Wealth Enhancement Advisory Services
Wealthfront Advisers
Jpmorgan Chase & Co
NFP Retirement
Raymond James Financial
Banco Bilbao Vizcaya Argentaria
Envestnet Asset Management
Oakworth Capital
Royal Bank of Canada
Stifel Financial
Trust

View all funds holding iShares Lehman Short Treasury Bond