WJ Wealth Management »

iShares Lehman Short Treasury Bond shares owned by WJ Wealth Management

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

Historical chart of WJ 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 WJ 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 WJ Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 16k 110.53
2023-12-31 $5.8M 53k 110.13
2023-09-30 $15M 139k 110.47
2023-06-30 $15M 136k 110.45
2023-03-31 $12M 104k 110.50

More positions owned by WJ Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr S&p 100 Etf (OEF)
NVIDIA Corporation (NVDA)
Ishares Tr Ibonds Dec2026 (IBDR)
Harbor Etf Trust Long Term Grower (WINN)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Us Vlu (IUSV)

View all positions for WJ Wealth Management

Top funds holding iShares Lehman Short Treasury Bond

Wells Fargo & Company
Bank of America Corporation
Jpmorgan Chase & Co
Betterment
UBS Group
Branch Banking & Trust Company
Royal Bank of Canada
Bank of Nova Scotia
Anchor Capital Advisors
Goldman Sachs Group
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
Advisor Group Holdings
Bp Wealth Management
GM Advisory

View all funds holding iShares Lehman Short Treasury Bond