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iShares Lehman 1-3 Year Treas.Bond shares owned by SFMG Wealth Advisors

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

Historical chart of SFMG Wealth 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 SFMG Wealth 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 SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $451k 5.5k 82.04
2023-09-30 $445k 5.5k 80.97
2023-06-30 $446k 5.5k 81.08
2023-03-31 $549k 6.7k 82.16
2022-12-31 $2.5M 30k 81.17
2022-09-30 $2.8M 34k 81.11
2022-06-30 $2.8M 34k 82.78
2022-03-31 $2.9M 35k 83.35
2021-12-31 $4.0M 47k 85.54
2021-09-30 $4.0M 47k 86.15
2021-06-30 $4.0M 47k 86.16
2021-03-31 $4.4M 51k 86.25
2020-12-31 $5.0M 58k 86.38
2020-09-30 $5.3M 61k 86.51
2020-06-30 $17M 195k 86.61
2020-03-31 $81M 936k 86.67
2018-12-31 $3.4M 41k 83.61
2018-06-30 $258k 3.1k 83.25
2017-09-30 $5.0M 59k 84.45
2017-06-30 $6.0M 71k 84.50
2017-03-31 $6.1M 72k 84.51
2016-06-30 $410k 4.8k 85.27
2016-03-31 $3.0M 36k 85.02
2015-09-30 $2.7M 32k 84.98
2015-03-31 $268k 3.2k 84.81
2013-06-30 $422k 5.0k 84.28
2013-03-31 $407k 4.8k 84.39
2012-12-31 $412k 4.9k 84.37
2012-09-30 $533k 6.3k 84.44
2012-06-30 $682k 8.1k 84.32
2011-12-31 $857k 10k 84.51
2011-09-30 $6.3M 75k 84.57
2011-03-31 $10k 118 84.75
2010-12-31 $10k 118 84.75

More positions owned by SFMG Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Atmos Energy Corporation (ATO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Expanded Tech (IGV)
Schwab Strategic Tr Long Term Us (SCHQ)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for SFMG Wealth Advisors

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