VanWeelden Wealth Management »

iShares Lehman Short Treasury Bond shares owned by VanWeelden Wealth Management

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

Historical chart of VanWeelden 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 VanWeelden Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Short Treasury Bond by VanWeelden Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.1M 65k 110.49
2025-03-31 $6.0M 54k 110.46
2024-12-31 $5.0M 45k 110.11
2024-06-30 $6.6M 60k 110.42

More positions owned by VanWeelden Wealth Management

Calamos Etf Tr Russell 2000 Str (CPRY)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
RBB Us Treas 3 Mnth (TBIL)
Innovator Etfs Trust Equity Mngd 100 (BFRZ)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Innovator Etfs Trust Equity Defnd 1yr (ZJUN)
Calamos Etf Tr Nasdaq 100 Struc (CPNJ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Short Treas Bd (SHV)
Procter & Gamble Company (PG)
Sprott Asset Management Physical Gold Tr (PHYS)
Microsoft Corporation (MSFT)
Apple (AAPL)
Sprott Asset Management Physical Silver (PSLV)
Coca-Cola Company (KO)

View all positions for VanWeelden Wealth Management

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