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iShares Lehman Short Treasury Bond shares owned by Worth Asset Management

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

Historical chart of Worth Asset 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 Worth Asset 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 18k 110.54
2023-12-31 $2.7M 25k 110.13
2023-09-30 $3.9M 35k 110.47
2023-06-30 $5.0M 46k 110.45
2023-03-31 $6.2M 56k 110.50
2022-12-31 $4.4M 40k 109.92

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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