MinichMacGregor Wealth Management »

iShares Lehman Short Treasury Bond shares owned by MinichMacGregor Wealth Management

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

Historical chart of MinichMacGregor Wealth 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 MinichMacGregor Wealth Management 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 MinichMacGregor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.5M 77k 110.07
2023-12-31 $8.9M 81k 110.13
2023-09-30 $9.0M 82k 110.47
2023-06-30 $8.9M 80k 110.45
2023-03-31 $8.9M 81k 110.50
2022-12-31 $9.0M 82k 109.92
2022-09-30 $9.0M 82k 109.99
2022-06-30 $9.1M 82k 110.10
2022-03-31 $9.1M 82k 110.24
2021-12-31 $9.3M 84k 110.41
2021-09-30 $9.2M 83k 110.47
2021-06-30 $9.2M 83k 110.48
2021-03-31 $9.1M 82k 110.50
2020-12-31 $8.4M 76k 110.52
2020-09-30 $8.7M 78k 110.69
2020-06-30 $12M 107k 110.74
2019-12-31 $8.7M 78k 110.46
2019-09-30 $9.0M 82k 110.62
2019-06-30 $9.1M 82k 110.44
2019-03-31 $9.1M 83k 110.34
2018-09-30 $9.4M 85k 110.27
2018-06-30 $9.3M 84k 110.28
2018-03-31 $9.3M 84k 110.37
2017-12-31 $7.9M 72k 110.23
2017-09-30 $7.8M 70k 110.39
2017-06-30 $7.7M 69k 110.33
2017-03-31 $7.6M 69k 110.33
2016-12-31 $7.5M 68k 110.29
2016-09-30 $10M 92k 110.42
2016-06-30 $12M 109k 110.45
2016-03-31 $12M 109k 110.35
2015-12-31 $6.1M 55k 110.26

More positions owned by MinichMacGregor Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Us Home Cons Etf (ITB)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
Vanguard World Industrial Etf (VIS)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr U.s. Insrnce Etf (IAK)
Ishares Tr Us Aer Def Etf (ITA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Expanded Tech (IGV)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Industrials (IYJ)
Ishares Tr Short Treas Bd (SHV)

View all positions for MinichMacGregor Wealth Management

Top funds holding iShares Lehman Short Treasury Bond

Wells Fargo & Company
Bank of America Corporation
Jpmorgan Chase & Co
Betterment
UBS Group
Branch Banking & Trust Company
Royal Bank of Canada
Bank of Nova Scotia
Anchor Capital Advisors
Goldman Sachs Group
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
Advisor Group Holdings
Bp Wealth Management
GM Advisory

View all funds holding iShares Lehman Short Treasury Bond