BridgePort Financial Solutions »

iShares Lehman Short Treasury Bond shares owned by BridgePort Financial Solutions

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

Historical chart of BridgePort Financial Solutions 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 BridgePort Financial Solutions 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 BridgePort Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 2.2k 110.51
2025-06-30 $200k 1.8k 110.45
2025-03-31 $200k 1.8k 110.49
2024-12-31 $247k 2.2k 110.43

More positions owned by BridgePort Financial Solutions

Ishares Tr Core S&p500 Etf (IVV)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr S&p 100 Etf (OEF)
NVIDIA Corporation (NVDA)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for BridgePort Financial Solutions

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