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iShares Lehman Short Treasury Bond shares owned by Udine Wealth Management

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

Historical chart of Udine Wealth 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 Udine Wealth 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 Udine Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 108k 110.54
2023-12-31 $12M 111k 110.13
2023-09-30 $13M 115k 110.47
2023-06-30 $12M 105k 110.45

More positions owned by Udine Wealth Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Apple (AAPL)
Proshares Tr Short Qqq New (PSQ)
Ishares Tr Short Treas Bd (SHV)
Alphabet Cap Stk Cl C (GOOG)
Bank of America Corporation (BAC)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Intel Corporation (INTC)
Amazon (AMZN)
Dell Technologies CL C (DELL)
Palantir Technologies Cl A (PLTR)
Draftkings Com Cl A (DKNG)
Walt Disney Company (DIS)

View all positions for Udine Wealth 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
Wealth Enhancement Advisory Services
Advisor Group Holdings
Bp Wealth Management
GM Advisory

View all funds holding iShares Lehman Short Treasury Bond