Goepper Burkhardt »

iShares Lehman Short Treasury Bond shares owned by Goepper Burkhardt

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

Historical chart of Goepper Burkhardt 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 Goepper Burkhardt 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 Goepper Burkhardt

Quarter filed Position value Share count Share price at filing
2026-06-30 $412k 3.7k 110.35

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Vanguard World Inf Tech Etf (VGT)
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View all positions for Goepper Burkhardt

Top funds holding iShares Lehman Short Treasury Bond

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

View all funds holding iShares Lehman Short Treasury Bond