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iShares Lehman Short Treasury Bond shares owned by Synergy Financial Management

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

Historical chart of Synergy Financial Management 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 Synergy Financial Management 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 Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $224k 2.0k 110.39
2024-12-31 $51k 462 110.63
2020-12-31 $1.5M 14k 110.47

More positions owned by Synergy Financial Management

Spdr Series Trust State Street Spd (BIL)
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Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Oruka Therapeutics (ORKA)
Visa Com Cl A (V)
Costco Wholesale Corporation (COST)
Amphenol Corp Cl A (APH)
Anaptysbio Inc Common (ANAB)
Dolby Laboratories Com Cl A (DLB)

View all positions for Synergy Financial Management

Top funds holding iShares Lehman Short Treasury Bond

BlackRock
Morgan Stanley
Wells Fargo & Company
LPL Financial
Bank of America Corporation
Marks Wealth
Wealthfront Advisers
Envestnet Asset Management
UBS Group
Banco Bilbao Vizcaya Argentaria
Raymond James Financial
Royal Bank of Canada
Ameriprise Financial
NFP Retirement
Stifel Financial

View all funds holding iShares Lehman Short Treasury Bond