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iShares Lehman Short Treasury Bond shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by Montecito Bank & Trust from 13F filings

Historical chart of Montecito Bank & Trust 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 Montecito Bank & Trust 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 Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 19k 110.54
2023-12-31 $4.7M 43k 110.13
2023-09-30 $4.3M 39k 110.47
2023-06-30 $3.8M 34k 110.45
2023-03-31 $3.3M 30k 110.50
2022-12-31 $1.6M 15k 109.94
2022-09-30 $289k 2.6k 109.89

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Eli Lilly & Co. (LLY)
Coca-Cola Company (KO)

View all positions for Montecito Bank & Trust

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