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iShares Lehman Short Treasury Bond shares owned by Financeware

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

Historical chart of Financeware 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 Financeware 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 Financeware

Quarter filed Position value Share count Share price at filing
2025-12-31 $512k 4.6k 110.15
2025-09-30 $513k 4.6k 110.49
2025-06-30 $513k 4.6k 110.42
2025-03-31 $513k 4.6k 110.46
2024-12-31 $512k 4.6k 110.11
2024-09-30 $514k 4.6k 110.63
2024-06-30 $513k 4.6k 110.50
2024-03-31 $514k 4.6k 110.54
2023-12-31 $512k 4.6k 110.13
2023-09-30 $513k 4.6k 110.47
2023-06-30 $513k 4.6k 110.45
2023-03-31 $513k 4.6k 110.50
2022-12-31 $511k 4.6k 109.92
2022-09-30 $511k 4.6k 109.99
2022-06-30 $512k 4.6k 110.20
2022-03-31 $512k 4.6k 110.20
2021-12-31 $513k 4.6k 110.42
2021-09-30 $513k 4.6k 110.42
2021-06-30 $513k 4.6k 110.42
2021-03-31 $458k 4.1k 110.47
2020-12-31 $458k 4.1k 110.47
2020-09-30 $459k 4.1k 110.71
2020-06-30 $459k 4.1k 110.71
2020-03-31 $460k 4.1k 110.95
2019-12-31 $458k 4.1k 110.47
2019-09-30 $459k 4.1k 110.71
2019-06-30 $459k 4.1k 110.71
2019-03-31 $458k 4.1k 110.47
2018-12-31 $457k 4.1k 110.23
2018-09-30 $458k 4.1k 110.47
2018-06-30 $458k 4.1k 110.47
2018-03-31 $27k 245 110.20
2017-12-31 $27k 245 110.20
2017-09-30 $20k 182 109.89
2015-03-31 $5.0k 42 119.05

More positions owned by Financeware

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ea Series Trust Alpha Architect (CAOS)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Sprott Asset Management Physical Silver (PSLV)
Sprott Asset Management Physical Gold Tr (PHYS)
RBB Us Treasr 10 Yr (UTEN)
Invesco SHS (IVZ)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (TFI)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Financeware

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