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iShares Lehman Short Treasury Bond shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in iShares Lehman Short Treasury Bond

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All positions including iShares Lehman Short Treasury Bond held by Joel Isaacson & Co 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 Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $451k 4.1k 110.49
2025-06-30 $450k 4.1k 110.42

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Top funds holding iShares Lehman Short Treasury Bond

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

View all funds holding iShares Lehman Short Treasury Bond