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iShares Lehman Short Treasury Bond shares owned by EPG Wealth Management

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

Historical chart of EPG Wealth Management 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 EPG Wealth Management 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 EPG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $50k 454 110.62
2023-12-31 $50k 454 110.33
2023-09-30 $251k 2.3k 110.49
2023-06-30 $251k 2.3k 110.47
2023-03-31 $251k 2.3k 110.52
2022-12-31 $250k 2.3k 109.94
2022-09-30 $50k 454 110.13
2020-03-31 $58k 520 111.54

More positions owned by EPG Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
JPMorgan Chase & Co. (JPM)
Select Sector Spdr Tr Technology (XLK)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for EPG Wealth Management

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