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iShares Lehman 1-3 Year Treas.Bond shares owned by Archetype Wealth Partners

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

Historical chart of Archetype Wealth Partners 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 Archetype Wealth Partners 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 Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $330k 4.0k 81.95
2023-09-30 $1.4M 17k 80.97
2023-06-30 $1.4M 17k 81.08
2023-03-31 $1.4M 17k 82.15
2022-12-31 $1.8M 22k 81.17
2022-09-30 $1.9M 24k 81.23
2022-06-30 $2.4M 28k 82.79
2022-03-31 $2.9M 35k 83.35
2021-12-31 $2.5M 30k 85.55
2021-09-30 $3.4M 40k 86.16
2021-06-30 $2.6M 30k 86.15
2021-03-31 $2.9M 33k 86.25
2020-12-31 $3.1M 36k 86.39
2020-09-30 $3.7M 42k 86.52
2020-06-30 $2.4M 28k 86.61
2020-03-31 $1.4M 16k 86.64
2019-12-31 $1.1M 13k 84.62
2019-09-30 $1.1M 13k 84.85
2019-06-30 $1.1M 13k 84.78
2019-03-31 $1.1M 13k 84.10
2018-12-31 $1.1M 13k 83.65

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core Msci Eafe Etf Etf (IEFA)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr Gold Shares Etf (GLD)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
First Trust North American Energy Infrastructure Fund Etf (EMLP)

View all positions for Archetype Wealth Partners

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