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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

Tip: Access up to 7 years of quarterly data

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
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 High Dv Etf (HDV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Msci World Etf (URTH)
Fidelity Covington Trust Fidelity Magelan (FMAG)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

View all positions for BEAM Asset 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
Branch Banking & Trust Company
Bank of New York Mellon
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