Waypoint Wealth Partners »

iShares Lehman Short Treasury Bond shares owned by Waypoint Wealth Partners

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

Historical chart of Waypoint Wealth Partners 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 Waypoint Wealth Partners 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 Waypoint Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $495k 4.5k 110.42

More positions owned by Waypoint Wealth Partners

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Rubrik Cl A (RBRK)
United Parcel Service CL B (UPS)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core Msci Eafe (IEFA)
Airbnb Com Cl A (ABNB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust International (DFSI)

View all positions for Waypoint Wealth Partners

Top funds holding iShares Lehman Short Treasury Bond

BlackRock
Wells Fargo & Company
LPL Financial
NFP Retirement
Wealthfront Advisers
UBS Group
Wealth Enhancement Advisory Services
Jpmorgan Chase & Co
Raymond James Financial
Banco Bilbao Vizcaya Argentaria
Envestnet Asset Management
Royal Bank of Canada
Cetera Investment Advisers
Betterment
Trust

View all funds holding iShares Lehman Short Treasury Bond