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iShares Lehman Short Treasury Bond shares owned by New Capital Management

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

Historical chart of New Capital 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 New Capital 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 New Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 30k 110.54
2023-12-31 $3.6M 33k 110.13
2023-09-30 $11M 102k 110.47
2023-03-31 $7.2M 65k 110.50
2022-12-31 $4.6M 42k 109.92
2022-09-30 $349k 3.2k 110.06

More positions owned by New Capital Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Pepsi (PEP)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust International (DFSI)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)

View all positions for New Capital 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