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iShares Lehman Short Treasury Bond shares owned by Core Wealth Partners

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

Historical chart of Core 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 Core 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 Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 22k 110.63
2024-03-31 $2.9M 27k 110.54
2023-12-31 $3.0M 28k 110.13
2023-09-30 $3.3M 30k 110.47
2023-06-30 $3.4M 31k 110.45
2023-03-31 $3.7M 33k 110.50
2022-12-31 $3.9M 37k 106.11

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Skyworks Solutions (SWKS)
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Amazon (AMZN)
Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchange-traded First Tr Enh New (FTSM)
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View all positions for Core Wealth Partners

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