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iShares Lehman Short Treasury Bond shares owned by Capstone Financial Advisors

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

Historical chart of Capstone Financial Advisors 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 Capstone Financial Advisors 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 Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $800k 7.2k 110.63

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
McDonald's Corporation (MCD)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Flexshares Tr M Star Dev Mkt (TLTD)
Flexshares Tr Mornstar Usmkt (TILT)
Ishares Tr Global Reit Etf (REET)

View all positions for Capstone Financial Advisors

Top funds holding iShares Lehman Short Treasury Bond

Jpmorgan Chase & Co
BlackRock
Wells Fargo & Company
Bank of America Corporation
FMR
UBS Group
Bank of Nova Scotia
LPL Financial
Banco Bilbao Vizcaya Argentaria
Betterment
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