Assetmark »

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

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

Historical chart of Assetmark 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 Assetmark consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Assetmark

Quarter filed Position value Share count Share price at filing
2024-09-30 $175M 2.1M 83.15
2024-06-30 $605M 7.4M 81.65
2024-03-31 $599M 7.3M 81.78
2023-12-31 $250M 3.0M 82.04
2023-09-30 $638M 7.9M 80.97
2023-06-30 $91M 1.1M 81.08
2023-03-31 $578M 7.0M 82.16
2022-12-31 $201M 2.5M 81.17
2022-09-30 $998M 12M 81.21
2022-06-30 $1.2B 15M 82.79
2022-03-31 $1.1B 13M 83.35
2021-12-31 $457M 5.3M 85.54
2021-09-30 $118M 1.4M 86.15
2021-06-30 $118M 1.4M 86.16
2021-03-31 $413M 4.8M 86.25
2020-12-31 $161M 1.9M 86.38
2020-09-30 $241M 2.8M 86.51
2020-06-30 $84M 972k 86.41
2020-03-31 $402M 4.6M 86.67
2019-12-31 $259M 3.1M 84.63
2019-09-30 $196M 2.3M 84.82
2019-06-30 $153M 1.8M 84.78
2019-03-31 $281M 3.3M 84.12
2018-12-31 $278M 3.3M 83.62
2018-09-30 $183M 2.2M 83.09
2018-06-30 $96M 1.1M 83.37
2018-03-31 $47M 562k 83.56
2017-12-31 $57M 679k 83.85
2017-09-30 $39M 463k 84.45
2017-06-30 $37M 432k 84.49
2017-03-31 $44M 518k 84.52
2016-12-31 $115M 1.4M 84.45
2016-09-30 $103M 1.2M 85.04
2016-06-30 $46M 534k 85.32
2016-03-31 $46M 541k 85.03
2015-12-31 $77M 911k 84.36
2015-09-30 $162M 1.9M 84.99
2015-06-30 $29M 338k 84.86
2015-03-31 $8.5M 100k 84.88
2014-12-31 $29M 343k 84.45
2014-09-30 $29M 347k 84.51
2014-06-30 $33M 390k 84.56
2014-03-31 $33M 390k 84.45
2013-12-31 $30M 350k 84.38
2013-09-30 $11M 134k 84.47

More positions owned by Assetmark

Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Assetmark

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

Morgan Stanley
BlackRock
BlackRock
Bank of America Corporation
Captrust Financial Advisors
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Bank of New York Mellon
Branch Banking & Trust Company
Royal Bank of Canada
Charles Schwab Investment Management
Barclays
Raymond James & Associates

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