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iShares Lehman Short Treasury Bond shares owned by Planned Solutions

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

Historical chart of Planned Solutions 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 Planned Solutions 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 Planned Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $252k 2.3k 110.49

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View all positions for Planned Solutions

Top funds holding iShares Lehman Short Treasury Bond

BlackRock
Morgan Stanley
Wells Fargo & Company
LPL Financial
NFP Retirement
UBS Group
Wealthfront Advisers
Jpmorgan Chase & Co
Wealth Enhancement Advisory Services
Raymond James Financial
Banco Bilbao Vizcaya Argentaria
Envestnet Asset Management
Royal Bank of Canada
Cetera Investment Advisers
Betterment

View all funds holding iShares Lehman Short Treasury Bond