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iShares Lehman 1-3 Year Treas.Bond shares owned by Moulton Wealth Management

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

Historical chart of Moulton Wealth 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 Moulton Wealth Management 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 Moulton Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $739k 9.0k 81.95
2022-06-30 $5.1M 62k 83.14
2022-03-31 $5.1M 62k 83.14
2020-09-30 $21M 243k 86.44
2020-06-30 $21M 243k 86.56
2020-03-31 $21M 243k 86.62
2019-12-31 $3.6M 43k 84.74

More positions owned by Moulton Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Gold Tr Ishares New (IAU)
Goldman Sachs Physical Gold Unit (AAAU)
Vanguard Specialized Funds Div App Etf (VIG)
Exxon Mobil Corporation (XOM)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Chevron Corporation (CVX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Moulton Wealth 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