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iShares Lehman 1-3 Year Treas.Bond shares owned by Beacon Harbor Wealth Advisors

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

Historical chart of Beacon Harbor Wealth Advisors 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 Beacon Harbor Wealth Advisors 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 Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 140k 82.04
2023-03-31 $17M 208k 82.16
2022-12-31 $16M 200k 81.17
2022-06-30 $13M 159k 82.79
2019-06-30 $366k 4.3k 84.88

More positions owned by Beacon Harbor Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Davis Fundamental Etf Tr Select Finl (DFNL)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Vanguard World Mega Cap Index (MGC)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Ishares Gold Tr Ishares New (IAU)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Portfolio Short (SPSB)
International Business Machines (IBM)
Elf Beauty (ELF)
NVIDIA Corporation (NVDA)
Amphastar Pharmaceuticals (AMPH)

View all positions for Beacon Harbor Wealth Advisors

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