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iShares Lehman Short Treasury Bond shares owned by Bull Oak Capital

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

Historical chart of Bull Oak Capital 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 Bull Oak Capital 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 Bull Oak Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 32k 110.63
2024-06-30 $8.3M 75k 110.50
2024-03-31 $17M 158k 110.54
2023-12-31 $17M 154k 110.13
2023-09-30 $7.0M 64k 110.47
2023-06-30 $6.9M 63k 110.45
2023-03-31 $6.4M 58k 110.50
2022-12-31 $6.2M 56k 109.92
2022-09-30 $4.2M 38k 110.01

More positions owned by Bull Oak Capital

Ishares Core S&p 500 Etf Etf (IVV)
American Century Etf Trust Avantis U S Equity Etf Etf (AVUS)
Ishares Tr Core Msci Eafe Etf Etf (IEFA)
Spdr Series Trust Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
American Century Etf Trust Avantis U S Small Cap Value Etf Etf (AVUV)
Spdr Series Trust Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares Trust Ishares U S Treasury Bond Etf Etf (GOVT)
Vanguard Index Funds Vanguard Mid-cap Etf Etf (VO)
Alpha Architect Etf Tr Freedom 100 Emerging Markets Etf Etf (FRDM)
American Century Etf Trust Avantis International Small Cap Value Etf Etf (AVDV)
Ishares Trust Ishares Short Treasury Bond Etf Etf (SHV)
Vanguard Short Term Bond Etf Etf (BSV)
Vanguard Index Funds Vanguard Growth Etf Etf (VUG)
Vanguard Index Funds Vanguard Value Etf Etf (VTV)
Ishares Bitcoin Tr Shs Etf Etf (IBIT)

View all positions for Bull Oak Capital

Top funds holding iShares Lehman Short Treasury Bond

Jpmorgan Chase & Co
BlackRock
BlackRock
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Bank of Nova Scotia
LPL Financial
Banco Bilbao Vizcaya Argentaria
Alliancebernstein
Envestnet Asset Management
Wealthfront Advisers
Royal Bank of Canada
Divergent Wealth Advisors
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Short Treasury Bond