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

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

Historical chart of Burns 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 Burns 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $201k 2.4k 82.74
2024-12-31 $200k 2.4k 81.98
2024-06-30 $200k 2.5k 81.64
2024-03-31 $221k 2.7k 81.79
2021-12-31 $318k 3.7k 85.62
2021-06-30 $273k 3.2k 86.15
2021-03-31 $274k 3.2k 86.33
2013-03-31 $1.0k 16 62.50

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)
Dimensional Etf Trust Us Small Cap Val (DFSV)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Broadcom (AVGO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Meta Platforms Cl A (META)

View all positions for Burns Wealth Management

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

BlackRock
Captrust Financial Advisors
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
UBS Group
Wells Fargo & Company
Mizuho Markets Americas
Ameriprise Financial
Raymond James Financial
Envestnet Asset Management
Royal Bank of Canada
PineBridge Investments
Branch Banking & Trust Company
HPM Partners

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