iShares Lehman 1-3 Year Treas.Bond shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in iShares Lehman 1-3 Year Treas.Bond
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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.5M | 18k | 81.08 |
| 2023-03-31 | $1.6M | 20k | 82.16 |
| 2022-12-31 | $17M | 208k | 81.17 |
| 2022-09-30 | $1.8M | 22k | 81.19 |
| 2022-06-30 | $1.7M | 20k | 82.77 |
| 2022-03-31 | $1.9M | 22k | 83.36 |
| 2021-12-31 | $1.8M | 21k | 85.52 |
| 2021-09-30 | $1.8M | 22k | 86.15 |
| 2021-06-30 | $1.7M | 20k | 86.15 |
| 2021-03-31 | $1.8M | 21k | 86.25 |
| 2020-12-31 | $1.7M | 19k | 86.38 |
| 2020-09-30 | $1.7M | 20k | 86.50 |
| 2020-06-30 | $1.7M | 19k | 86.62 |
| 2020-03-31 | $1.3M | 15k | 86.68 |
| 2019-12-31 | $1.8M | 21k | 84.61 |
| 2019-09-30 | $1.4M | 17k | 84.83 |
| 2019-06-30 | $1.1M | 13k | 84.81 |
| 2019-03-31 | $1.0M | 12k | 84.12 |
| 2018-12-31 | $703k | 8.4k | 83.59 |
| 2018-09-30 | $248k | 3.0k | 83.05 |
| 2018-06-30 | $41k | 490 | 83.67 |
| 2017-03-31 | $208k | 2.5k | 84.48 |
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