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iShares Lehman Short Treasury Bond shares owned by Compass Ion Advisors

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

Historical chart of Compass Ion 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 Compass Ion 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 Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $690k 6.2k 110.63
2024-06-30 $1.1M 10k 110.54
2024-03-31 $1.1M 10k 110.54
2023-12-31 $1.1M 10k 110.13
2023-09-30 $1.1M 9.8k 110.47

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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