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iShares Lehman Short Treasury Bond shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe Advisors 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 Beacon Pointe Advisors 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 Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $16M 145k 110.15
2025-09-30 $15M 134k 110.49
2024-03-31 $342k 3.1k 110.54
2023-12-31 $214k 1.9k 110.13
2023-09-30 $475k 4.3k 110.47
2023-06-30 $248k 2.2k 110.45
2023-03-31 $384k 3.5k 110.50
2022-09-30 $2.9M 27k 109.98
2022-06-30 $3.1M 28k 110.08
2022-03-31 $2.9M 27k 110.23
2021-12-31 $290k 2.6k 110.27
2021-09-30 $202k 1.8k 110.38
2021-03-31 $1.7M 15k 110.54