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iShares Lehman Short Treasury Bond shares owned by Sage Financial

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

Historical chart of Sage Financial 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 Sage Financial 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 Sage Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $364k 3.3k 110.49
2025-06-30 $353k 3.2k 110.42

More positions owned by Sage Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Sage Financial

Top funds holding iShares Lehman Short Treasury Bond

BlackRock
Morgan Stanley
Wells Fargo & Company
LPL Financial
NFP Retirement
UBS Group
Wealthfront Advisers
Jpmorgan Chase & Co
Wealth Enhancement Advisory Services
Raymond James Financial
Banco Bilbao Vizcaya Argentaria
Envestnet Asset Management
Royal Bank of Canada
Cetera Investment Advisers
Betterment

View all funds holding iShares Lehman Short Treasury Bond