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iShares Lehman Short Treasury Bond shares owned by Cadia Private Client

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

Historical chart of Cadia Private Client 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 Cadia Private Client 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 Cadia Private Client

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.3M 39k 110.39
2025-12-31 $4.3M 39k 110.15

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Cadia Private Client

Top funds holding iShares Lehman Short Treasury Bond

BlackRock
Morgan Stanley
Wells Fargo & Company
LPL Financial
Bank of America Corporation
Marks Wealth
Wealthfront Advisers
Envestnet Asset Management
UBS Group
Banco Bilbao Vizcaya Argentaria
Raymond James Financial
Royal Bank of Canada
Ameriprise Financial
NFP Retirement
Stifel Financial

View all funds holding iShares Lehman Short Treasury Bond