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iShares Lehman Short Treasury Bond shares owned by ATX Financial Planning

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

Historical chart of ATX Financial Planning 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 ATX Financial Planning 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 ATX Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.0M 18k 110.35

More positions owned by ATX Financial Planning

Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust St Str P500etf (SPYM)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Innovator Etfs Trust Uncapped Acclrtd (XUSP)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Ultra Short Dur (ICSH)
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)

View all positions for ATX Financial Planning

Top funds holding iShares Lehman Short Treasury Bond

BlackRock
Morgan Stanley
Wells Fargo & Company
LPL Financial
Bank of America Corporation
Wealthfront Advisers
NFP Retirement
Raymond James Financial
Banco Bilbao Vizcaya Argentaria
UBS Group
Jpmorgan Chase & Co
Royal Bank of Canada
Wealth Enhancement Advisory Services
Envestnet Asset Management
Ameriprise Financial

View all funds holding iShares Lehman Short Treasury Bond