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iShares Lehman Short Treasury Bond shares owned by CVA Family Office

Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by CVA Family Office from 13F filings

Historical chart of CVA Family Office 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 CVA Family Office 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 CVA Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 22k 110.63
2024-06-30 $2.1M 19k 110.50
2024-03-31 $1.7M 16k 110.54
2023-12-31 $181k 1.6k 110.14

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
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J P Morgan Exchange Traded F Equity Premium (JEPI)
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Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for CVA Family Office

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