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iShares Lehman Short Treasury Bond shares owned by KWMG

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

Historical chart of KWMG investment in iShares Lehman Short Treasury Bond

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All positions including iShares Lehman Short Treasury Bond held by KWMG 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 KWMG

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 124k 110.49
2025-06-30 $12M 108k 110.42
2025-03-31 $11M 103k 110.46
2024-12-31 $12M 105k 110.11
2024-09-30 $11M 103k 110.63
2024-06-30 $11M 99k 110.50
2024-03-31 $10M 93k 110.54
2023-12-31 $9.9M 90k 110.13
2023-09-30 $10M 90k 110.47
2023-06-30 $9.7M 88k 110.45
2023-03-31 $8.9M 81k 110.50
2022-12-31 $8.7M 79k 109.92
2022-09-30 $9.0M 82k 110.00
2022-06-30 $8.8M 80k 110.11
2022-03-31 $9.0M 82k 110.25
2021-12-31 $8.8M 80k 110.41
2021-09-30 $8.6M 78k 110.47
2021-06-30 $8.5M 77k 110.49
2021-03-31 $8.4M 76k 110.51
2020-12-31 $6.7M 61k 110.53
2020-09-30 $6.5M 58k 110.70
2020-06-30 $6.4M 58k 110.75
2020-03-31 $6.0M 54k 111.03
2019-12-31 $5.8M 52k 110.46
2019-09-30 $5.5M 50k 110.63
2019-06-30 $5.4M 49k 110.66
2019-03-31 $5.1M 46k 110.58
2018-12-31 $3.7M 34k 110.29
2018-09-30 $4.1M 37k 110.43
2018-06-30 $3.6M 33k 110.45
2018-03-31 $3.7M 34k 110.38
2017-12-31 $4.5M 41k 110.23
2017-09-30 $4.2M 38k 110.41
2017-06-30 $4.0M 36k 110.34
2017-03-31 $3.4M 31k 110.34
2016-12-31 $2.0M 18k 110.28
2016-09-30 $990k 9.0k 110.47
2016-06-30 $711k 6.4k 110.52
2016-03-31 $698k 6.3k 110.37
2015-12-31 $413k 3.7k 110.34
2015-09-30 $218k 2.0k 110.32
2015-06-30 $463k 4.2k 110.37

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View all positions for KWMG

Top funds holding iShares Lehman Short Treasury Bond

BlackRock
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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