49 Wealth Management »

iShares Lehman Short Treasury Bond shares owned by 49 Wealth Management

Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 Wealth Management investment in iShares Lehman Short Treasury Bond

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All positions including iShares Lehman Short Treasury Bond held by 49 Wealth 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 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $22M 199k 110.07
2023-12-31 $22M 199k 110.13

More positions owned by 49 Wealth Management

Ishs Msci Intl Quality Fact Etf Msci Intl Qualty (IQLT)
Spdr Bloomberg 1 3 Mnth T Bll Etf Bloomberg 1-3 Mo (BIL)
Vanguard Value Etf Value Etf (VTV)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Jpmorgan Municipal Etf Municipal Etf (JMUB)
Jpmrg Dvsfd Retn Emrg Mrks Eqy Etf Div Rtn Em Eqt (JPEM)
Ishares Short Treasury Bond Etf Short Treas Bd (SHV)
Invesco S And P 500 Garp Etf S&p 500 Garp Etf (SPGP)
Pacer Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)
American Century Us Qlt Grwt Etf Stoxx Us Qlty (QGRO)
Blackrock Ultra Short Term Bond Etf Blackrock Ultra (ICSH)
Pimco Enhncd Lw Drtn Actv Etf Enhncd Lw Dur Ac (LDUR)
Invesco S & P Smallcap Value With Momentum Etf S&p Smcp Vlu Mnt (XSVM)
Ishares 7-10 Year Trsury Bond Etf Barclays 7 10 Yr (IEF)
Ishares 0-5 Year Tips Bond Etf 0-5 Yr Tips Etf (STIP)

View all positions for 49 Wealth Management

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