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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
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)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Short Treas Bd (SHV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Intrm Gov Cr Etf (GVI)
Apple (AAPL)
Johnson & Johnson (JNJ)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
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

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
Raymond James Financial Services Advisors
Advisor Group Holdings
Bp Wealth Management
Wealth Enhancement Advisory Services
GM Advisory

View all funds holding iShares Lehman Short Treasury Bond