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iShares Lehman Short Treasury Bond shares owned by Capstone Wealth Management Group

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

Historical chart of Capstone Wealth Management Group 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 Wealth Management Group 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 Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 142k 110.63
2024-06-30 $12M 110k 110.50
2024-03-31 $10M 92k 110.54

More positions owned by Capstone Wealth Management Group

Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Short Treas Bd (SHV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Ishares Tr TRS FLT RT BD (TFLO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Ser Tr S&p Divid Etf (SDY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Amazon (AMZN)
Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Capstone Wealth Management Group

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