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iShares Lehman Short Treasury Bond shares owned by Procyon Private Wealth Partners

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

Historical chart of Procyon Private Wealth Partners 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 Procyon Private Wealth Partners 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 Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.9M 54k 110.15
2025-09-30 $6.2M 56k 110.49
2020-03-31 $9.0k 85 105.88

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Amazon (AMZN)
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View all positions for Procyon Private Wealth Partners

Top funds holding iShares Lehman Short Treasury Bond

BlackRock
Wells Fargo & Company
LPL Financial
UBS Group
Wealth Enhancement Advisory Services
Wealthfront Advisers
Jpmorgan Chase & Co
NFP Retirement
Raymond James Financial
Banco Bilbao Vizcaya Argentaria
Envestnet Asset Management
Oakworth Capital
Royal Bank of Canada
Stifel Financial
Trust

View all funds holding iShares Lehman Short Treasury Bond