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iShares Lehman 1-3 Year Treas.Bond shares owned by Financeware

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

Historical chart of Financeware 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 Financeware 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 Financeware

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 28k 81.78
2023-12-31 $2.3M 28k 82.04
2023-09-30 $14M 178k 80.97
2023-06-30 $14M 175k 81.08
2023-03-31 $14M 170k 82.16
2022-12-31 $14M 167k 81.17
2022-09-30 $12M 143k 81.21
2022-06-30 $2.9M 35k 82.80
2022-03-31 $3.1M 38k 83.35
2021-12-31 $3.0M 35k 85.54
2021-09-30 $3.1M 36k 86.15
2021-06-30 $11M 131k 86.16
2021-03-31 $2.9M 34k 86.25
2020-12-31 $2.8M 32k 86.38
2020-09-30 $2.8M 32k 86.51
2020-06-30 $2.7M 32k 86.61
2020-03-31 $2.6M 31k 86.68
2019-12-31 $1.9M 23k 84.64
2019-09-30 $1.9M 23k 84.83
2019-06-30 $1.9M 22k 84.78
2019-03-31 $1.9M 22k 84.11
2018-12-31 $1.8M 22k 83.61
2018-09-30 $1.8M 22k 83.09
2018-06-30 $1.8M 22k 83.36
2018-03-31 $1.8M 21k 83.58
2017-12-31 $1.7M 21k 83.84
2017-09-30 $1.0M 12k 84.49
2017-06-30 $1.0M 12k 84.49
2017-03-31 $983k 12k 84.53
2016-12-31 $987k 12k 84.49
2016-09-30 $1.1M 13k 85.03
2016-06-30 $1.1M 13k 85.34
2016-03-31 $1.1M 13k 85.04
2015-12-31 $8.0k 94 85.11
2015-09-30 $8.0k 94 85.11
2015-06-30 $89k 1.0k 85.17
2015-03-31 $223k 2.6k 84.69
2014-12-31 $84k 990 84.85
2014-09-30 $84k 990 84.85
2014-06-30 $84k 990 84.85
2014-03-31 $84k 990 84.85
2013-12-31 $413k 4.9k 84.30
2013-09-30 $414k 4.9k 84.51
2013-06-30 $227k 2.7k 84.39

More positions owned by Financeware

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
RBB Us Treasr 10 Yr (UTEN)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Total (IXUS)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Financeware

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