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iShares Lehman Short Treasury Bond shares owned by TFC Financial Management

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

Historical chart of TFC 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 TFC 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 TFC Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $437k 4.0k 110.64
2024-06-30 $26M 231k 110.50
2024-03-31 $25M 228k 110.54
2023-12-31 $24M 220k 110.13
2023-09-30 $24M 220k 110.47
2023-06-30 $23M 212k 110.45
2023-03-31 $22M 194k 110.50

More positions owned by TFC Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Dimensional Etf Trust Us Mktwide Value (DFUV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Johnson & Johnson (JNJ)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)
Merck & Co (MRK)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for TFC Financial Management

Top funds holding iShares Lehman Short Treasury Bond

Jpmorgan Chase & Co
BlackRock
BlackRock
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Bank of Nova Scotia
LPL Financial
Banco Bilbao Vizcaya Argentaria
Alliancebernstein
Envestnet Asset Management
Wealthfront Advisers
Royal Bank of Canada
Divergent Wealth Advisors
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Short Treasury Bond