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iShares Lehman Short Treasury Bond shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in iShares Lehman Short Treasury Bond

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All positions including iShares Lehman Short Treasury Bond held by Principia Wealth Advisory 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 Principia Wealth Advisory

Quarter filed	Position value	Share count	Share price at filing
2025-06-30	$3.4M	31k	110.42
2025-03-31	$3.6M	32k	110.20
2024-12-31	$2.9M	26k	110.11

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View all positions for Principia Wealth Advisory

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