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iShares Lehman Short Treasury Bond shares owned by True Link Financial Advisors

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

Historical chart of True Link Financial Advisors 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 True Link Financial Advisors 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 True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $57M 518k 110.63
2024-06-30 $63M 566k 110.50
2024-03-31 $55M 493k 110.54
2023-12-31 $49M 444k 110.13
2023-09-30 $27M 244k 110.47

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab Us Dividend Equity Etf Etf (SCHD)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional International Value Etf Etf (DFIV)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Dimensional International Core Equity Market Etf Etf (DFAI)

View all positions for True Link Financial Advisors

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