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iShares Lehman 1-3 Year Treas.Bond shares owned by Icon Wealth Partners

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

Historical chart of Icon Wealth 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 Icon Wealth 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 Icon Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $801k 9.9k 80.97
2023-06-30 $719k 8.9k 81.08
2023-03-31 $291k 3.5k 82.16
2022-03-31 $439k 5.3k 83.44
2021-12-31 $746k 8.7k 85.53
2021-09-30 $565k 6.6k 86.09
2021-06-30 $504k 5.9k 86.15
2017-12-31 $6.0k 76 78.95

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Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Ishares Mbs Etf Etf (MBB)
Enterprise Prods Partners Stock (EPD)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Icon Wealth Partners

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

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

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