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iShares Lehman Short Treasury Bond shares owned by SWMG

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2025-03-31 $2.0M 18k 110.42
2023-09-30 $1.4M 13k 110.47
2023-06-30 $19M 176k 110.45
2023-03-31 $18M 164k 110.50
2022-12-31 $17M 151k 109.92
2022-09-30 $16M 149k 110.00

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Short (SPSB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Core Total Usd (IUSB)

View all positions for SWMG

Top funds holding iShares Lehman Short Treasury Bond

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

View all funds holding iShares Lehman Short Treasury Bond