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iShares Lehman Short Treasury Bond shares owned by Planning Strategies

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

Historical chart of Planning Strategies 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 Planning Strategies 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 Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $24k 221 110.35

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Top funds holding iShares Lehman Short Treasury Bond

BlackRock
Morgan Stanley
Wells Fargo & Company
LPL Financial
Bank of America Corporation
Wealthfront Advisers
Envestnet Asset Management
UBS Group
Banco Bilbao Vizcaya Argentaria
Royal Bank of Canada
Raymond James Financial
Ameriprise Financial
NFP Retirement
Fil
Stifel Financial

View all funds holding iShares Lehman Short Treasury Bond