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iShares Lehman Short Treasury Bond shares owned by Tortoise Investment Management

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

Historical chart of Tortoise Investment 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 Tortoise Investment 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 Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 15k 110.63
2024-06-30 $1.5M 14k 110.50
2024-03-31 $1.7M 15k 110.54
2023-12-31 $1.8M 16k 110.20
2023-09-30 $1.5M 14k 110.47
2023-06-30 $405k 3.7k 110.45
2023-03-31 $422k 3.8k 110.50
2022-12-31 $810k 7.4k 109.92
2022-09-30 $664k 6.0k 110.02
2022-06-30 $55k 500 110.00
2022-03-31 $55k 500 110.00
2021-12-31 $1.1M 9.6k 110.41
2021-09-30 $1.1M 9.6k 110.52
2021-06-30 $1.1M 9.6k 110.52
2021-03-31 $1.1M 9.6k 110.52
2020-12-31 $1.1M 9.8k 110.53
2020-09-30 $2.3M 21k 110.70
2020-06-30 $2.5M 23k 110.74
2020-03-31 $2.6M 23k 111.03
2019-12-31 $677k 6.1k 110.40
2019-09-30 $831k 7.5k 110.68
2019-06-30 $906k 8.2k 110.68
2019-03-31 $979k 8.9k 110.55
2018-12-31 $1.2M 11k 110.33
2018-09-30 $1.2M 11k 110.43
2018-06-30 $924k 8.4k 110.39
2018-03-31 $975k 8.8k 110.42
2017-12-31 $870k 7.9k 110.20
2017-09-30 $815k 7.4k 110.36
2017-06-30 $796k 7.2k 110.33

More positions owned by Tortoise Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Nuveen Muni Value Fund (NUV)
Ishares Tr Cmbs Etf (CMBS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Doubleline Etf Trust Mortgage Etf (DMBS)

View all positions for Tortoise Investment 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