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iShares Lehman Short Treasury Bond shares owned by Integrys Wealth Advisors

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

Historical chart of Integrys Wealth 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 Integrys Wealth 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 Integrys Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 18k 110.54
2023-12-31 $2.0M 18k 110.12
2023-09-30 $2.0M 18k 110.47
2023-06-30 $2.0M 18k 110.45
2023-03-31 $2.0M 18k 110.50
2022-12-31 $2.0M 18k 109.92

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Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Abbvie (ABBV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Abbott Laboratories (ABT)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Ishares Tr S&p Mc 400gr Etf (IJK)
Janus Detroit Str Tr Henderson Mtg (JMBS)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Apple (AAPL)

View all positions for Integrys Wealth Advisors

Top funds holding iShares Lehman Short Treasury Bond

BlackRock
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
UBS Group
Betterment
LPL Financial
Banco Bilbao Vizcaya Argentaria
Jpmorgan Chase & Co
Envestnet Asset Management
Bank of Nova Scotia
Royal Bank of Canada
Divergent Wealth Advisors
Branch Banking & Trust Company
Raymond James Financial Services Advisors

View all funds holding iShares Lehman Short Treasury Bond