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iShares Lehman Short Treasury Bond shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in iShares Lehman Short Treasury Bond

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All positions including iShares Lehman Short Treasury Bond held by Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $6.5M 59k 110.32
2024-06-30 $800k 7.2k 110.50
2024-03-31 $958k 8.7k 110.55

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View all positions for Simplicity Wealth

Top funds holding iShares Lehman Short Treasury Bond

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

View all funds holding iShares Lehman Short Treasury Bond