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iShares Lehman Short Treasury Bond shares owned by Private Advisor

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

Historical chart of Private Advisor investment in iShares Lehman Short Treasury Bond

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All positions including iShares Lehman Short Treasury Bond held by Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 98k 110.63
2024-06-30 $6.3M 57k 110.50
2024-03-31 $6.4M 58k 110.54
2023-12-31 $3.8M 35k 110.13
2023-09-30 $4.8M 44k 110.47
2023-06-30 $4.1M 37k 110.45
2023-03-31 $7.8M 70k 110.50
2022-12-31 $527k 39k 13.40
2022-09-30 $12M 107k 110.00
2022-06-30 $13M 122k 110.10
2022-03-31 $6.0M 55k 110.41
2021-12-31 $6.0M 55k 110.41
2021-09-30 $10M 94k 110.47
2021-06-30 $3.8M 34k 110.49
2021-03-31 $3.7M 34k 110.51
2020-12-31 $8.0M 73k 110.53
2020-09-30 $11M 98k 110.71
2020-06-30 $10M 92k 110.74
2020-03-31 $17M 149k 111.02
2019-12-31 $4.8M 43k 110.44
2019-09-30 $9.1M 82k 110.60
2019-06-30 $13M 118k 110.65
2019-03-31 $6.7M 60k 110.56
2018-12-31 $5.8M 53k 110.31
2018-09-30 $559k 5.1k 110.37
2018-06-30 $214k 1.9k 110.31
2018-03-31 $458k 4.2k 110.33
2017-12-31 $250k 2.3k 110.18
2017-09-30 $414k 3.8k 110.37
2017-06-30 $353k 3.2k 110.35
2017-03-31 $702k 6.4k 110.20
2016-12-31 $782k 7.1k 110.39
2016-06-30 $333k 3.0k 110.26
2016-03-31 $307k 2.8k 110.23
2015-12-31 $211k 1.9k 110.01
2015-09-30 $314k 2.9k 110.14
2014-09-30 $85k 767 110.82

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Top funds holding iShares Lehman Short Treasury Bond

Jpmorgan Chase & Co
BlackRock
BlackRock
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Bank of Nova Scotia
LPL Financial
Banco Bilbao Vizcaya Argentaria
Alliancebernstein
Envestnet Asset Management
Wealthfront Advisers
Royal Bank of Canada
Divergent Wealth Advisors
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Short Treasury Bond