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

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

Historical chart of Atria Investments 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 Atria Investments 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.8M 71k 82.04
2023-09-30 $11M 130k 80.97
2023-06-30 $5.4M 66k 81.08
2023-03-31 $12M 147k 82.16
2022-12-31 $5.3M 65k 81.17
2022-09-30 $22M 276k 81.21
2022-06-30 $18M 212k 82.79
2022-03-31 $20M 240k 83.35
2021-12-31 $11M 123k 85.54
2021-09-30 $11M 122k 86.15
2021-06-30 $20M 227k 86.16
2021-03-31 $24M 275k 86.25
2020-12-31 $7.1M 82k 86.38
2020-09-30 $22M 252k 86.51
2020-06-30 $35M 406k 86.61
2019-12-31 $14M 170k 84.63
2019-09-30 $20M 235k 84.82
2019-06-30 $61M 508k 119.06
2019-03-31 $47M 559k 84.12
2018-12-31 $78M 927k 83.62
2018-09-30 $11M 128k 83.09
2018-06-30 $38M 458k 83.37
2018-03-31 $12M 140k 83.56
2017-12-31 $5.0M 60k 83.85
2017-09-30 $6.3M 75k 84.45
2017-06-30 $4.9M 58k 84.49
2017-03-31 $6.0M 71k 84.52
2016-12-31 $5.7M 68k 84.45
2016-09-30 $3.0M 35k 85.04
2016-06-30 $4.1M 48k 85.21
2016-03-31 $6.0M 71k 85.04
2015-12-31 $8.4M 100k 84.56
2015-09-30 $22M 259k 84.99
2015-06-30 $3.6M 43k 84.87
2015-03-31 $283k 3.3k 84.83
2014-12-31 $1.1M 13k 84.44
2014-09-30 $346k 4.1k 84.60
2014-06-30 $565k 6.7k 84.57
2014-03-31 $608k 7.2k 84.46
2013-12-31 $462k 5.5k 84.43
2013-09-30 $538k 6.4k 84.39
2013-06-30 $689k 8.2k 84.31
2012-09-30 $619k 7.3k 84.45
2012-06-30 $580k 6.9k 84.41
2012-03-31 $533k 6.3k 84.24
2011-12-31 $1.2M 14k 84.56

More positions owned by Atria Investments

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Unified Ser Tr Oneascent Core P (OACP)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Unified Ser Tr Oneascent Large (OALC)
Visa Com Cl A (V)

View all positions for Atria Investments

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
Bank of New York Mellon
Branch Banking & Trust Company
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