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iShares Lehman Short Treasury Bond shares owned by Walser Wealth Management Company, A Ltd Liability

Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by Walser Wealth Management Company, A Ltd Liability from 13F filings

Historical chart of Walser Wealth Management Company, A Ltd Liability investment in iShares Lehman Short Treasury Bond

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All positions including iShares Lehman Short Treasury Bond held by Walser Wealth Management Company, A Ltd Liability 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 Walser Wealth Management Company, A Ltd Liability

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.7M 16k 110.35
2026-03-31 $752k 6.8k 110.39
2025-12-31 $1.1M 10k 110.15