Birchcreek Wealth Management »

iShares Lehman Short Treasury Bond shares owned by Birchcreek Wealth Management

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

Historical chart of Birchcreek Wealth Management 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 Birchcreek Wealth Management 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 Birchcreek Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.5M 86k 110.13
2023-09-30 $5.3M 48k 110.47
2023-06-30 $4.7M 42k 110.45
2023-03-31 $3.2M 29k 110.50

More positions owned by Birchcreek Wealth Management

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard World Fds Inf Tech Etf (VGT)

View all positions for Birchcreek Wealth Management

Top funds holding iShares Lehman Short Treasury Bond

Wells Fargo & Company
Bank of America Corporation
Jpmorgan Chase & Co
Betterment
UBS Group
Branch Banking & Trust Company
Royal Bank of Canada
Bank of Nova Scotia
Anchor Capital Advisors
Goldman Sachs Group
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
Advisor Group Holdings
Bp Wealth Management
GM Advisory

View all funds holding iShares Lehman Short Treasury Bond