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iShares Lehman 1-3 Year Treas.Bond shares owned by Private Ocean

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

Historical chart of Private Ocean 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 Private Ocean 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 Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5k 31 81.77
2023-12-31 $12k 143 81.92
2023-09-30 $2.5k 31 80.97
2023-06-30 $2.5k 31 81.06
2023-03-31 $9.8k 120 82.02
2022-12-31 $9.7k 120 81.03
2022-09-30 $18k 225 80.00
2022-06-30 $2.0k 31 64.52
2022-03-31 $15k 179 83.80
2021-12-31 $8.0k 88 90.91
2021-09-30 $8.0k 89 89.89
2021-03-31 $8.0k 94 85.11
2020-12-31 $8.0k 95 84.21
2020-09-30 $16k 189 84.66
2020-06-30 $16k 189 84.66
2020-03-31 $12k 142 84.51
2018-03-31 $83k 1.0k 83.00

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

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

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

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