Richards, Merrill & Peterson »

iShares Lehman Short Treasury Bond shares owned by Richards, Merrill & Peterson

Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by Richards, Merrill & Peterson from 13F filings

Historical chart of Richards, Merrill & Peterson 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 Richards, Merrill & Peterson consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Short Treasury Bond by Richards, Merrill & Peterson

Quarter filed Position value Share count Share price at filing
2026-03-31 $160k 1.5k 110.39

More positions owned by Richards, Merrill & Peterson

Costco Wholesale Corporation (COST)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Chevron Corporation (CVX)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Stryker Corporation (SYK)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Richards, Merrill & Peterson

Top funds holding iShares Lehman Short Treasury Bond

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

View all funds holding iShares Lehman Short Treasury Bond