iShares Lehman 1-3 Year Treas.Bond shares owned by Ballast Advisors
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors 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 Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $377k | 4.5k | 83.14 |
| 2024-06-30 | $452k | 5.5k | 81.64 |
| 2024-03-31 | $513k | 6.3k | 81.77 |
| 2023-12-31 | $618k | 7.5k | 82.04 |
| 2023-09-30 | $1.0M | 13k | 80.97 |
| 2023-06-30 | $1.7M | 21k | 81.08 |
| 2023-03-31 | $1.8M | 22k | 82.16 |
| 2022-12-31 | $2.0M | 24k | 81.17 |
| 2022-09-30 | $2.2M | 28k | 81.22 |
| 2022-06-30 | $2.5M | 30k | 82.80 |
| 2022-03-31 | $2.6M | 31k | 83.36 |
| 2021-12-31 | $2.6M | 31k | 85.55 |
| 2021-09-30 | $2.7M | 31k | 86.15 |
| 2021-06-30 | $2.7M | 31k | 86.17 |
| 2021-03-31 | $2.7M | 31k | 86.26 |
| 2020-12-31 | $2.8M | 32k | 86.39 |
| 2020-09-30 | $2.8M | 32k | 86.52 |
| 2020-06-30 | $2.0M | 23k | 86.62 |
| 2020-03-31 | $217k | 2.5k | 86.87 |
| 2019-12-31 | $235k | 2.8k | 84.75 |
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