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iShares Lehman Short Treasury Bond shares owned by Atria Investments

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

Historical chart of Atria Investments 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 Atria Investments 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.1M 73k 110.63
2024-06-30 $7.8M 71k 110.50
2024-03-31 $12M 104k 110.54
2023-12-31 $12M 111k 110.13
2023-09-30 $8.7M 79k 110.47
2023-06-30 $44M 394k 110.45
2023-03-31 $44M 399k 110.50
2022-12-31 $41M 376k 109.92
2022-09-30 $45M 406k 110.00
2022-06-30 $53M 481k 110.10
2022-03-31 $5.1M 46k 110.25
2021-12-31 $1.4M 12k 110.43
2021-09-30 $1.0M 9.5k 110.44
2021-06-30 $1.6M 15k 110.51
2021-03-31 $1.8M 16k 110.50
2020-12-31 $2.4M 22k 110.54
2020-09-30 $1.9M 17k 110.71
2020-06-30 $5.9M 53k 110.75
2019-12-31 $1.6M 14k 110.44
2019-06-30 $1.8M 53k 33.51
2018-12-31 $2.5M 23k 110.29
2015-12-31 $284k 2.6k 110.29
2015-09-30 $6.8k 755 9.07
2015-06-30 $648k 5.9k 110.35
2015-03-31 $10M 90k 110.26
2014-12-31 $3.2M 29k 110.25
2014-09-30 $458k 4.2k 110.36
2014-03-31 $803k 7.3k 110.29
2013-12-31 $1.9M 17k 110.23
2013-09-30 $2.0M 19k 110.28
2013-06-30 $10M 94k 110.23
2012-06-30 $2.3M 21k 110.21
2012-03-31 $4.6M 42k 110.18
2011-12-31 $4.8M 44k 110.26

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View all positions for Atria Investments

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