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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
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

More positions owned by KWMG

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for KWMG

Top funds holding iShares Lehman Short Treasury Bond

Jpmorgan Chase & Co
BlackRock
BlackRock
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Bank of Nova Scotia
LPL Financial
Banco Bilbao Vizcaya Argentaria
Alliancebernstein
Envestnet Asset Management
Wealthfront Advisers
Royal Bank of Canada
Divergent Wealth Advisors
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Short Treasury Bond