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iShares Lehman Short Treasury Bond shares owned by Legacy Advisory Services

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

Historical chart of Legacy Advisory Services 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 Legacy Advisory Services 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 Legacy Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $28M 252k 110.49
2025-06-30 $29M 260k 110.42
2025-03-31 $26M 236k 110.46
2024-12-31 $2.4M 22k 110.11

More positions owned by Legacy Advisory Services

Ishares Tr Short Treas Bd (SHV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Global 100 Etf (IOO)
Ishares Tr Core 60/40 Balan (AOR)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)

View all positions for Legacy Advisory Services

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