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iShares Lehman Short Treasury Bond shares owned by Summit Financial

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

Historical chart of Summit 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 Summit 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $25M 226k 110.49
2025-06-30 $32M 293k 110.42
2025-03-31 $65M 587k 110.46
2024-06-30 $2.4M 22k 110.50
2024-03-31 $3.5M 31k 110.54
2023-09-30 $3.6M 33k 110.47

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View all positions for Summit Financial

Top funds holding iShares Lehman Short Treasury Bond

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Wealthfront Advisers
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Royal Bank of Canada
Cetera Investment Advisers
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View all funds holding iShares Lehman Short Treasury Bond