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iShares Lehman 1-3 Year Treas.Bond shares owned by My Legacy Advisors

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

Historical chart of My Legacy Advisors 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 My Legacy Advisors 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 My Legacy Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 16k 82.17
2023-09-30 $1.6M 20k 80.81
2023-06-30 $1.8M 22k 81.38
2023-03-31 $1.9M 23k 82.06
2022-12-31 $1.6M 19k 81.50

More positions owned by My Legacy Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Esg Awr Msci Usa (ESGU)
UnitedHealth (UNH)

View all positions for My Legacy Advisors

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