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iShares Lehman Short Treasury Bond shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.7M 70k 110.15
2025-09-30 $7.4M 67k 110.49
2025-06-30 $8.2M 74k 110.42
2025-03-31 $9.0M 81k 110.46
2024-12-31 $10M 94k 110.11
2024-09-30 $9.3M 84k 110.63
2024-06-30 $11M 100k 110.50
2024-03-31 $14M 130k 110.54
2023-12-31 $14M 126k 110.13
2023-09-30 $4.4M 40k 110.46
2023-06-30 $4.3M 39k 110.45
2023-03-31 $4.0M 36k 110.49
2022-12-31 $3.5M 32k 109.93
2022-09-30 $3.6M 33k 109.99
2022-06-30 $2.9M 27k 110.12
2022-03-31 $575k 5.2k 110.26
2021-12-31 $18M 165k 110.42
2021-06-30 $22M 195k 110.49
2021-03-31 $22M 195k 110.49
2020-12-31 $22M 195k 110.49
2020-09-30 $22M 195k 110.49
2020-06-30 $22M 195k 110.49
2020-03-31 $47M 419k 111.02
2019-12-31 $32M 293k 110.46
2019-09-30 $22M 195k 110.49
2019-06-30 $24M 215k 110.65
2019-03-31 $22M 195k 110.57
2018-12-31 $14M 129k 110.30
2018-09-30 $11M 95k 110.44
2018-06-30 $3.3M 30k 110.42
2018-03-31 $16k 145 110.34
2017-12-31 $16k 145 110.34
2017-09-30 $16k 145 110.34
2017-06-30 $16k 145 110.34
2017-03-31 $16k 145 110.34
2016-12-31 $16k 145 110.34
2015-12-31 $2.0k 22 90.91

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View all positions for CWM

Top funds holding iShares Lehman Short Treasury Bond

BlackRock
Wells Fargo & Company
LPL Financial
UBS Group
Wealth Enhancement Advisory Services
Wealthfront Advisers
Jpmorgan Chase & Co
NFP Retirement
Raymond James Financial
Banco Bilbao Vizcaya Argentaria
Envestnet Asset Management
Oakworth Capital
Royal Bank of Canada
Stifel Financial
Trust

View all funds holding iShares Lehman Short Treasury Bond