iShares Lehman 1-3 Year Treas.Bond shares owned by A. Montag and Associates
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in iShares Lehman 1-3 Year Treas.Bond
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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.8M | 118k | 83.15 |
| 2024-06-30 | $6.7M | 83k | 81.65 |
| 2024-03-31 | $4.6M | 57k | 81.78 |
| 2023-12-31 | $1.4M | 17k | 82.04 |
| 2023-09-30 | $1.4M | 17k | 80.97 |
| 2023-06-30 | $1.5M | 18k | 81.08 |
| 2023-03-31 | $1.7M | 20k | 82.16 |
| 2022-12-31 | $166k | 2.0k | 81.17 |
| 2022-09-30 | $146k | 1.8k | 81.11 |
| 2022-06-30 | $50k | 600 | 83.33 |
| 2022-03-31 | $50k | 600 | 83.33 |
| 2021-12-31 | $51k | 600 | 85.00 |
| 2021-09-30 | $52k | 600 | 86.67 |
| 2021-06-30 | $52k | 600 | 86.67 |
| 2021-03-31 | $52k | 600 | 86.67 |
| 2020-12-31 | $52k | 600 | 86.67 |
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