Marks Wealth »

iShares Lehman Short Treasury Bond shares owned by Marks Wealth

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

Historical chart of Marks Wealth 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 Marks Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Short Treasury Bond by Marks Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $35M 313k 110.49
2025-06-30 $53M 481k 110.42
2025-03-31 $156M 1.4M 110.46
2023-06-30 $7.9M 71k 110.45
2023-03-31 $7.9M 72k 110.50
2022-12-31 $7.9M 72k 109.92
2022-09-30 $26M 240k 110.00
2022-06-30 $37M 336k 110.10

More positions owned by Marks Wealth

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Short Treas Bd (SHV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Aerospace Def (XAR)
Listed Fds Tr Roundhill Magnif (MAGS)
Global X Fds Artificial Etf (AIQ)
Vaneck Etf Trust Gold Miners Etf (GDX)
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Spdr Gold Tr Gold Shs (GLD)
Sprott Fds Tr Uranium Miners E (URNM)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds Value Etf (VTV)

View all positions for Marks Wealth

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