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iShares Lehman Short Treasury Bond shares owned by Wealth Preservation Advisors

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

Historical chart of Wealth Preservation Advisors 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 Wealth Preservation Advisors 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 Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $181k 1.6k 110.15

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View all positions for Wealth Preservation Advisors

Top funds holding iShares Lehman Short Treasury Bond

BlackRock
Wells Fargo & Company
LPL Financial
UBS Group
Wealthfront Advisers
NFP Retirement
Raymond James Financial
Banco Bilbao Vizcaya Argentaria
Envestnet Asset Management
Oakworth Capital
Stifel Financial
Trust
Cetera Investment Advisers
Betterment
Assetmark

View all funds holding iShares Lehman Short Treasury Bond