Fountainhead AM »

iShares Lehman Short Treasury Bond shares owned by Fountainhead AM

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

Historical chart of Fountainhead AM 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 Fountainhead AM consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Short Treasury Bond by Fountainhead AM

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.9M 35k 110.11
2024-09-30 $3.1M 28k 110.63
2024-06-30 $3.2M 29k 110.50
2024-03-31 $3.3M 30k 110.54
2023-12-31 $3.2M 29k 110.13
2023-09-30 $3.3M 30k 110.47
2023-06-30 $2.5M 23k 110.45

More positions owned by Fountainhead AM

Ishares Tr Rus 1000 Etf (IWB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Fs Kkr Capital Corp (FSK)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Fountainhead AM

Top funds holding iShares Lehman Short Treasury Bond

BlackRock
FMR
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
LPL Financial
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Betterment
UBS Group
Banco Bilbao Vizcaya Argentaria
NFP Retirement
Divergent Wealth Advisors
Raymond James Financial
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Short Treasury Bond