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iShares Lehman Short Treasury Bond shares owned by Sulzberger Capital Advisors

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

Historical chart of Sulzberger Capital Advisors 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 Sulzberger Capital Advisors 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 Sulzberger Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $26M 231k 110.49
2025-06-30 $29M 260k 110.42
2025-03-31 $23M 204k 110.46
2024-12-31 $7.1M 65k 110.11

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View all positions for Sulzberger Capital Advisors

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