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iShares Lehman Short Treasury Bond shares owned by Flagship Private Wealth

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

Historical chart of Flagship Private Wealth 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 Flagship Private Wealth 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 Flagship Private Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.0M 36k 110.11
2024-09-30 $1.0M 9.3k 110.63
2024-06-30 $793k 7.2k 110.51
2024-03-31 $970k 8.8k 110.53

More positions owned by Flagship Private Wealth

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Ishares Tr Global 100 Etf (IOO)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Global Tech Etf (IXN)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Short Treas Bd (SHV)

View all positions for Flagship Private Wealth

Top funds holding iShares Lehman Short Treasury Bond

Jpmorgan Chase & Co
BlackRock
Wells Fargo & Company
Bank of America Corporation
FMR
UBS Group
Bank of Nova Scotia
LPL Financial
Banco Bilbao Vizcaya Argentaria
Betterment
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