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iShares Lehman Short Treasury Bond shares owned by Latitude Advisors

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

Historical chart of Latitude Advisors 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 Latitude Advisors 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 Latitude Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 14k 110.39
2025-06-30 $210k 1.9k 110.44
2025-03-31 $204k 1.8k 110.45
2024-12-31 $1.9M 17k 110.11
2023-03-31 $1.9M 18k 110.50
2022-09-30 $3.3M 30k 109.99
2022-06-30 $7.8M 71k 110.10

More positions owned by Latitude Advisors

Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Amazon (AMZN)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Abbvie (ABBV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Apple (AAPL)
Proshares Tr Pshs Ultra Qqq (QLD)

View all positions for Latitude Advisors

Top funds holding iShares Lehman Short Treasury Bond

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

View all funds holding iShares Lehman Short Treasury Bond