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iShares Lehman 1-3 Year Treas.Bond shares owned by Beaumont Financial Partners

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Beaumont Financial Partners from 13F filings

Historical chart of Beaumont Financial Partners investment in iShares Lehman 1-3 Year Treas.Bond

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All positions including iShares Lehman 1-3 Year Treas.Bond held by Beaumont Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Beaumont Financial Partners

Quarter filed Position value Share count Share price at filing
2022-09-30 $585k 7.2k 81.24
2022-06-30 $816k 9.9k 82.83
2022-03-31 $608k 7.3k 83.31
2021-12-31 $691k 8.1k 85.57
2021-09-30 $705k 8.2k 86.10
2021-06-30 $577k 6.7k 86.15
2021-03-31 $1.3M 15k 86.28
2020-12-31 $1.7M 20k 86.40
2020-09-30 $7.0M 81k 86.52
2020-06-30 $3.4M 39k 86.62
2020-03-31 $40M 457k 86.67
2019-12-31 $300k 3.5k 84.72
2019-09-30 $313k 3.7k 84.89
2019-06-30 $313k 3.7k 84.89
2019-03-31 $1.3M 16k 84.12
2018-12-31 $4.1M 49k 83.61
2018-09-30 $255k 3.1k 83.01
2018-06-30 $859k 10k 83.37
2018-03-31 $263k 3.1k 83.70
2017-03-31 $489k 5.8k 84.50
2016-06-30 $203k 2.4k 85.47
2016-03-31 $325k 3.8k 84.97
2015-12-31 $234k 2.8k 84.32
2015-09-30 $733k 8.6k 84.90
2015-06-30 $1.0M 12k 84.86
2015-03-31 $325k 3.8k 84.97
2014-12-31 $326k 3.9k 84.57
2014-09-30 $326k 3.9k 84.57
2014-06-30 $332k 3.9k 84.48
2014-03-31 $2.2M 26k 84.44
2013-12-31 $25M 299k 84.38
2013-09-30 $4.2M 49k 84.46
2013-06-30 $4.8M 56k 84.28
2012-09-30 $7.4M 88k 84.50
2012-06-30 $6.9M 82k 84.37
2012-03-31 $3.2M 38k 84.31
2011-12-31 $17M 197k 84.50
2011-09-30 $17M 197k 84.57
2011-06-30 $14M 161k 84.30

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View all positions for Beaumont Financial Partners

Top funds holding iShares Lehman 1-3 Year Treas.Bond

Morgan Stanley
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Jpmorgan Chase & Co
Assetmark
Wells Fargo & Company
Balentine
UBS Group
Bank Of Montreal
Envestnet Asset Management
LPL Financial
Captrust Financial Advisors
Branch Banking & Trust Company
Bank of New York Mellon
Royal Bank of Canada

View all funds holding iShares Lehman 1-3 Year Treas.Bond