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iShares Lehman 1-3 Year Treas.Bond shares owned by Baystate Wealth Management

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

Historical chart of Baystate Wealth Management 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 Baystate Wealth Management 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 Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.8M 71k 82.04
2023-09-30 $5.7M 71k 80.97
2023-06-30 $7.8M 96k 81.08
2023-03-31 $7.6M 92k 82.16
2022-12-31 $7.3M 89k 81.17
2022-09-30 $6.7M 82k 81.21
2022-06-30 $6.7M 81k 82.79
2022-03-31 $7.0M 85k 83.35
2021-12-31 $7.3M 85k 85.54
2021-09-30 $7.6M 88k 86.15
2021-06-30 $7.5M 87k 86.16
2021-03-31 $7.6M 88k 86.25
2020-12-31 $8.2M 95k 86.38
2020-09-30 $8.3M 96k 86.51
2020-06-30 $7.7M 89k 86.61
2020-03-31 $7.5M 87k 86.67
2019-12-31 $7.8M 92k 84.64
2019-09-30 $7.5M 89k 84.82
2019-06-30 $7.2M 85k 84.57
2019-03-31 $7.0M 84k 83.99
2018-12-31 $723k 8.6k 83.59
2018-09-30 $919k 11k 82.96
2018-06-30 $918k 11k 83.27
2018-03-31 $916k 11k 83.21
2017-12-31 $918k 11k 83.63
2015-06-30 $391k 4.6k 84.94
2015-03-31 $391k 4.6k 84.94
2014-12-31 $450k 5.3k 84.41
2014-09-30 $451k 5.3k 84.60
2014-06-30 $452k 5.3k 84.58
2014-03-31 $451k 5.3k 84.39
2013-12-31 $700k 8.3k 84.43
2013-06-30 $699k 8.3k 84.31
2012-12-31 $499k 5.9k 84.40

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

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