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iShares Lehman Short Treasury Bond shares owned by Paulson Wealth Management

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

Historical chart of Paulson 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 Paulson 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 Paulson Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $9.0M 81k 110.47
2023-06-30 $8.8M 80k 110.45
2023-03-31 $8.6M 78k 110.50
2022-12-31 $8.1M 74k 109.92
2022-09-30 $8.4M 77k 110.00

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Ishares Tr Rus 1000 Grw Etf (IWF)
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Ishares Tr Russell 2000 Etf (IWM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Short Treas Bd (SHV)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for Paulson 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