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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
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

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

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
Wealth Enhancement Advisory Services
Raymond James Financial Services Advisors
Advisor Group Holdings
Bp Wealth Management
GM Advisory

View all funds holding iShares Lehman Short Treasury Bond