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iShares Lehman Short Treasury Bond shares owned by White Lighthouse Investment Management

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

Historical chart of White Lighthouse Investment 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 White Lighthouse Investment Management 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 White Lighthouse Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $23M 206k 110.63
2024-06-30 $22M 201k 110.50
2024-03-31 $16M 143k 110.54
2023-12-31 $14M 123k 110.13
2023-09-30 $12M 111k 110.47
2023-06-30 $11M 102k 110.45
2023-03-31 $8.0M 72k 110.50
2022-12-31 $7.1M 64k 109.92
2022-09-30 $6.9M 63k 110.00
2022-06-30 $7.0M 63k 110.10
2022-03-31 $6.6M 60k 110.25
2021-12-31 $6.7M 60k 110.42
2021-09-30 $5.4M 49k 110.47
2021-06-30 $5.1M 46k 110.48
2021-03-31 $4.8M 44k 110.52
2020-12-31 $5.0M 45k 110.54
2020-09-30 $5.6M 50k 110.69
2020-06-30 $5.9M 54k 110.75
2020-03-31 $6.5M 59k 111.02
2019-12-31 $6.3M 57k 110.46
2019-09-30 $5.5M 50k 110.63
2019-06-30 $5.8M 52k 110.65
2019-03-31 $4.7M 42k 110.56
2018-12-31 $1.5M 13k 110.33
2018-09-30 $326k 2.9k 110.58
2018-06-30 $850k 7.7k 110.42
2018-03-31 $960k 8.7k 110.37
2017-12-31 $1.1M 10k 110.22

More positions owned by White Lighthouse Investment Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Short Treas Bd (SHV)
Vanguard World Inf Tech Etf (VGT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Total (IXUS)
Ishares Gold Tr Ishares New (IAU)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Select Divid Etf (DVY)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for White Lighthouse Investment Management

Top funds holding iShares Lehman Short Treasury Bond

Jpmorgan Chase & Co
BlackRock
BlackRock
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Bank of Nova Scotia
LPL Financial
Banco Bilbao Vizcaya Argentaria
Alliancebernstein
Envestnet Asset Management
Wealthfront Advisers
Royal Bank of Canada
Divergent Wealth Advisors
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Short Treasury Bond