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iShares Lehman Short Treasury Bond shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 19k 110.63
2024-06-30 $6.5M 59k 110.50
2024-03-31 $6.7M 61k 110.54
2023-12-31 $7.0M 63k 110.13
2023-09-30 $5.1M 47k 110.47
2023-06-30 $5.5M 50k 110.45
2023-03-31 $8.1M 73k 110.50
2022-12-31 $11M 99k 109.92
2022-09-30 $7.3M 66k 110.00
2022-06-30 $2.4M 22k 110.12
2022-03-31 $1.9M 17k 110.23
2021-12-31 $2.2M 20k 110.40
2021-09-30 $2.2M 20k 110.49
2021-06-30 $2.2M 20k 110.48
2021-03-31 $2.4M 22k 110.51
2020-12-31 $2.5M 22k 110.52
2020-09-30 $3.2M 29k 110.69
2020-06-30 $2.7M 24k 110.75
2020-03-31 $7.2M 64k 111.03
2019-12-31 $7.3M 66k 110.47
2019-09-30 $7.3M 66k 110.62
2019-06-30 $11M 102k 110.65
2019-03-31 $11M 97k 110.57
2018-12-31 $7.8M 70k 110.31
2018-09-30 $539k 4.9k 110.45
2018-03-31 $28M 256k 110.37
2017-06-30 $790k 395 2000.00
2015-12-31 $254k 2.3k 110.00
2015-09-30 $294k 2.7k 110.36
2015-06-30 $1.0M 9.4k 110.29
2015-03-31 $6.2M 57k 110.27
2014-12-31 $1.2M 11k 110.28
2014-03-31 $16M 145k 110.27
2013-09-30 $416k 3.8k 110.23
2013-06-30 $35M 314k 110.22
2013-03-31 $5.9M 53k 110.23
2012-12-31 $4.1M 37k 110.25

More positions owned by United Capital Financial Advisers

Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Microsoft Corporation Common Stock (MSFT)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Eli Lilly And Company Common Stock (LLY)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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