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iShares Lehman Short Treasury Bond shares owned by Milestone Asset Management

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

Historical chart of Milestone Asset Management 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 Milestone Asset Management 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 Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 26k 110.63
2024-06-30 $2.6M 24k 110.50
2024-03-31 $2.2M 20k 110.54

More positions owned by Milestone Asset Management

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RBB Us Trsry 6 Mnth (XBIL)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)
Apple (AAPL)
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
NVIDIA Corporation (NVDA)
Walt Disney Company (DIS)
Nike CL B (NKE)

View all positions for Milestone Asset Management

Top funds holding iShares Lehman Short Treasury Bond

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Bank of America Corporation
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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