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

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

Historical chart of GoalVest Advisory 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 GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.0k 86 81.78
2023-12-31 $7.1k 86 82.03
2023-09-30 $22k 265 80.97
2023-06-30 $15k 179 81.08

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

Morgan Stanley
BlackRock
Bank of America Corporation
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