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iShares Lehman Short Treasury Bond shares owned by Financial Discovery Group

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

Historical chart of Financial Discovery Group 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 Financial Discovery Group 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 Financial Discovery Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.5M 23k 110.39

More positions owned by Financial Discovery Group

Ishares Tr 0-3 Mnth Treasry (SGOV)
Pimco Etf Tr Active Bd Etf (BOND)
Select Sector Spdr Tr State Street Con (XLP)
Simplify Exchange Traded Fun Managed Futures (CTA)
Select Sector Spdr Tr State Street Uti (XLU)
Select Sector Spdr Tr State Street Ene (XLE)
Select Sector Spdr Tr State Street Hea (XLV)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Financial Discovery Group

Top funds holding iShares Lehman Short Treasury Bond

BlackRock
Morgan Stanley
Wells Fargo & Company
LPL Financial
Bank of America Corporation
Marks Wealth
Wealthfront Advisers
Envestnet Asset Management
UBS Group
Banco Bilbao Vizcaya Argentaria
Raymond James Financial
Royal Bank of Canada
Ameriprise Financial
NFP Retirement
Stifel Financial

View all funds holding iShares Lehman Short Treasury Bond