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iShares Lehman Short Treasury Bond shares owned by Concord Wealth Partners

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

Historical chart of Concord Wealth Partners 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 Concord Wealth Partners 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 Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $17M 158k 110.13
2023-09-30 $20M 181k 110.47
2023-06-30 $14M 130k 110.45
2023-03-31 $10M 93k 110.50
2022-12-31 $6.0M 54k 109.92

More positions owned by Concord Wealth Partners

Spdr Ser Tr Portfolio Short (SPSB)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Core Div Grwth (DGRO)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Short Treas Bd (SHV)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

View all positions for Concord Wealth Partners

Top funds holding iShares Lehman Short Treasury Bond

Wells Fargo & Company
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Betterment
UBS Group
Branch Banking & Trust Company
Royal Bank of Canada
Bank of Nova Scotia
Anchor Capital Advisors
Goldman Sachs Group
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
Advisor Group Holdings
Bp Wealth Management
GM Advisory

View all funds holding iShares Lehman Short Treasury Bond