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iShares Lehman Short Treasury Bond shares owned by Napa Wealth Management

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

Historical chart of Napa Wealth Management investment in iShares Lehman Short Treasury Bond

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All positions including iShares Lehman Short Treasury Bond held by Napa Wealth 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 Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $782k 7.1k 110.63
2024-06-30 $2.6M 23k 110.50
2024-03-31 $1.5M 14k 110.54
2023-12-31 $692k 6.3k 110.13

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View all positions for Napa Wealth Management

Top funds holding iShares Lehman Short Treasury Bond

Jpmorgan Chase & Co
BlackRock
BlackRock
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Bank of Nova Scotia
LPL Financial
Banco Bilbao Vizcaya Argentaria
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