Beckerman Institutional »

iShares Lehman Short Treasury Bond shares owned by Beckerman Institutional

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

Historical chart of Beckerman Institutional 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 Beckerman Institutional 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 Beckerman Institutional

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 1.8k 110.48
2025-06-30 $217k 2.0k 110.26
2025-03-31 $232k 2.1k 110.53
2024-12-31 $225k 2.0k 110.08
2024-09-30 $341k 3.1k 110.50

More positions owned by Beckerman Institutional

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Doubleline Etf Trust Opportunistic Co (DBND)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Intl (IDEV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Alphabet Cap Stk Cl A (GOOGL)
World Gold Tr Spdr Gld Minis (GLDM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Tcw Etf Trust Flexible Income (FLXR)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-5 Yr Tips Etf (STIP)

View all positions for Beckerman Institutional

Top funds holding iShares Lehman Short Treasury Bond

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

View all funds holding iShares Lehman Short Treasury Bond