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iShares Lehman Short Treasury Bond shares owned by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management from 13F filings

Historical chart of Carlton, Hoffferkamp & Jenks 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 Carlton, Hoffferkamp & Jenks 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 Carlton, Hoffferkamp & Jenks Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 32k 110.46
2025-06-30 $3.6M 33k 110.40
2025-03-31 $4.1M 37k 110.29
2024-12-31 $4.5M 41k 110.14
2024-09-30 $4.9M 45k 110.17
2024-06-30 $5.0M 45k 110.53
2024-03-31 $5.4M 49k 110.43
2023-12-31 $6.6M 60k 110.45
2023-09-30 $7.0M 63k 110.40
2023-06-30 $6.4M 58k 110.08
2023-03-31 $6.4M 58k 110.19
2022-12-31 $6.2M 56k 110.26
2022-09-30 $4.6M 42k 109.94
2022-06-30 $3.8M 34k 110.01
2022-03-31 $3.2M 29k 110.19
2021-12-31 $2.4M 21k 110.35
2021-09-30 $2.2M 20k 110.43
2021-06-30 $2.2M 20k 110.48
2021-03-31 $2.4M 22k 110.49
2020-12-31 $2.5M 23k 110.50
2020-09-30 $2.8M 25k 110.66
2020-06-30 $3.5M 32k 110.72
2020-03-31 $3.5M 32k 110.90
2019-12-31 $3.7M 34k 110.59
2019-09-30 $2.6M 24k 110.60
2019-06-30 $2.6M 24k 110.56
2019-03-31 $2.1M 19k 110.59

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
TJX Companies (TJX)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

Top funds holding iShares Lehman Short Treasury Bond

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UBS Group
Wealthfront Advisers
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Banco Bilbao Vizcaya Argentaria
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Cetera Investment Advisers
Betterment

View all funds holding iShares Lehman Short Treasury Bond