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

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

Historical chart of Ballast 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 Ballast 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 Ballast

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 172k 82.04
2023-09-30 $14M 170k 80.97
2023-06-30 $14M 168k 81.08
2023-03-31 $14M 167k 82.16
2022-12-31 $7.3M 90k 81.17
2019-12-31 $7.2M 85k 84.62
2019-09-30 $7.4M 87k 84.81
2019-06-30 $7.2M 85k 84.78
2019-03-31 $5.0M 59k 84.11
2018-12-31 $4.9M 59k 83.63

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Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Whitehall Fds High Div Yld (VYM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard World Fds Health Car Etf (VHT)
UnitedHealth (UNH)
Microsoft Corporation (MSFT)

View all positions for Ballast

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
Barclays
Charles Schwab Investment Management
Royal Bank of Canada
Assetmark
Raymond James & Associates
HPM Partners

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