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iShares Lehman Short Treasury Bond shares owned by Heritage Wealth Partners

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

Historical chart of Heritage Wealth Partners 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 Heritage Wealth Partners 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 Heritage Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 13k 110.13
2023-12-31 $1.4M 13k 110.13
2023-09-30 $1.7M 16k 110.47
2023-06-30 $2.4M 22k 110.45
2023-03-31 $976k 8.8k 110.49
2022-12-31 $1.6M 15k 109.90

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View all positions for Heritage Wealth Partners

Top funds holding iShares Lehman Short Treasury Bond

BlackRock
Bank of America Corporation
Wells Fargo & Company
UBS Group
Betterment
LPL Financial
Banco Bilbao Vizcaya Argentaria
Jpmorgan Chase & Co
Envestnet Asset Management
Royal Bank of Canada
Bank of Nova Scotia
Divergent Wealth Advisors
Goldman Sachs Group
Branch Banking & Trust Company
Raymond James Financial Services Advisors

View all funds holding iShares Lehman Short Treasury Bond