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iShares Lehman Short Treasury Bond shares owned by Trajan Wealth

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

Historical chart of Trajan Wealth 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 Trajan Wealth 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 Trajan Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 117k 110.49
2025-06-30 $14M 125k 110.42
2025-03-31 $13M 115k 110.46
2024-12-31 $17M 157k 110.11
2024-09-30 $19M 171k 110.63
2024-06-30 $16M 145k 110.50

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View all positions for Trajan Wealth

Top funds holding iShares Lehman Short Treasury Bond

BlackRock
Morgan Stanley
Wells Fargo & Company
LPL Financial
NFP Retirement
UBS Group
Wealthfront Advisers
Jpmorgan Chase & Co
Wealth Enhancement Advisory Services
Raymond James Financial
Banco Bilbao Vizcaya Argentaria
Envestnet Asset Management
Royal Bank of Canada
Cetera Investment Advisers
Betterment

View all funds holding iShares Lehman Short Treasury Bond