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iShares Lehman Short Treasury Bond shares owned by Burns Wealth Management

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

Historical chart of Burns 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 Burns Wealth Management 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $513k 4.7k 110.10
2024-09-30 $614k 5.6k 110.63
2024-06-30 $614k 5.6k 110.50
2024-03-31 $546k 4.9k 110.55
2020-12-31 $4.8M 43k 110.53
2020-09-30 $10M 91k 110.71
2020-06-30 $5.2M 47k 110.75

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amazon (AMZN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
UnitedHealth (UNH)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Burns Wealth Management

Top funds holding iShares Lehman Short Treasury Bond

BlackRock
FMR
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
LPL Financial
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Betterment
UBS Group
Banco Bilbao Vizcaya Argentaria
NFP Retirement
Divergent Wealth Advisors
Raymond James Financial
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Short Treasury Bond