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iShares Lehman 1-3 Year Treas.Bond shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in iShares Lehman 1-3 Year Treas.Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman 1-3 Year Treas.Bond held by CliftonLarsonAllen Wealth Advisors 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 13k 82.04
2023-09-30 $1.1M 14k 80.97
2023-06-30 $1.2M 15k 81.08
2023-03-31 $1.2M 15k 82.16
2022-12-31 $2.4M 29k 81.17
2022-06-30 $4.3M 52k 82.80
2022-03-31 $4.7M 56k 83.35
2021-12-31 $4.6M 54k 85.55
2021-09-30 $5.0M 58k 86.15
2021-06-30 $5.0M 58k 86.15
2021-03-31 $5.2M 60k 86.25
2020-12-31 $5.5M 64k 86.38
2020-09-30 $5.3M 62k 86.51
2020-06-30 $5.0M 58k 86.61
2019-12-31 $6.5M 77k 84.63
2019-09-30 $8.4M 99k 84.82
2019-06-30 $7.8M 92k 84.77
2019-03-31 $7.2M 85k 84.12
2018-12-31 $20M 233k 83.62
2018-09-30 $21M 257k 83.09
2018-06-30 $10M 120k 83.37
2018-03-31 $3.0M 36k 83.57
2017-12-31 $2.5M 30k 83.84
2017-09-30 $881k 10k 84.43
2017-06-30 $1.2M 15k 84.47
2017-03-31 $1.9M 23k 84.52
2016-09-30 $1.0M 12k 85.05
2016-06-30 $2.0M 23k 85.30
2016-03-31 $13M 151k 85.03
2015-12-31 $11M 132k 84.36

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth Advisors

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

Jpmorgan Chase & Co
Bank of America Corporation
Balentine
UBS Group
Wells Fargo & Company
Bank Of Montreal
Branch Banking & Trust Company
Bank of New York Mellon
Captrust Financial Advisors
Cornell University
Barclays
Charles Schwab Investment Management
Royal Bank of Canada
Assetmark
Raymond James & Associates

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