Lummis Asset Management »

iShares Lehman 1-3 Year Treas.Bond shares owned by Lummis Asset Management

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

Historical chart of Lummis Asset Management 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 Lummis Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Lummis Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $130k 1.6k 81.78
2023-12-31 $131k 1.6k 82.04

More positions owned by Lummis Asset Management

Matador Resources (MTDR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Cl B Com Class B
Oracle Corporation (ORCL)
Alphabet Inc Class C Com Class C (GOOG)
Amern Tower Corp Class A Com Class A (AMT)
American International (AIG)
General Dynamics Corporation (GD)
Ross Stores (ROST)
Acushnet Holdings Corp (GOLF)
Pepsi (PEP)
Acuity Brands (AYI)
Schwab Strategic Tr sht tm us tres (SCHO)
Thermo Fisher Scientific (TMO)

View all positions for Lummis Asset Management

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