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iShares Lehman 1-3 Year Treas.Bond shares owned by BEAM Asset Management

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

Historical chart of BEAM Asset 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 BEAM Asset 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 BEAM Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $27M 323k 83.15
2024-06-30 $26M 313k 81.65
2024-03-31 $7.4M 90k 81.78
2023-12-31 $11M 131k 82.04
2023-09-30 $11M 131k 80.97
2023-06-30 $10M 129k 81.08
2023-03-31 $2.9M 35k 82.16
2022-12-31 $2.6M 32k 81.17

More positions owned by BEAM Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core High Dv Etf (HDV)
NVIDIA Corporation (NVDA)
Ishares Msci Emrg Chn (EMXC)
Vaneck Etf Trust Inflation Alloca (RAAX)
Ishares Tr Core S&p Us Vlu (IUSV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Rus Mid Cap Etf (IWR)
Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for BEAM Asset Management

Top funds holding iShares Lehman 1-3 Year Treas.Bond

Morgan Stanley
BlackRock
BlackRock
Bank of America Corporation
Captrust Financial Advisors
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Bank of New York Mellon
Branch Banking & Trust Company
Royal Bank of Canada
Charles Schwab Investment Management
Barclays
Raymond James & Associates

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