SWMG »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Short Treasury Bond by SWMG

Quarter filed Position value Share count Share price at filing
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 Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for SWMG

Top funds holding iShares Lehman Short Treasury Bond

Wells Fargo & Company
Bank of America Corporation
Jpmorgan Chase & Co
Betterment
UBS Group
Branch Banking & Trust Company
Royal Bank of Canada
Bank of Nova Scotia
Anchor Capital Advisors
Goldman Sachs Group
Wealth Enhancement Advisory Services
Raymond James Financial Services Advisors
Advisor Group Holdings
Bp Wealth Management
GM Advisory

View all funds holding iShares Lehman Short Treasury Bond