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iShares Lehman 1-3 Year Treas.Bond shares owned by Calton & Associates

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in iShares Lehman 1-3 Year Treas.Bond

2018201920202021202220232024202502M4M020k40k60k
Value ($)Share countHistorical SHY position of Calton & Associates Source: stockzoa.comValue ($)Share count

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All positions including iShares Lehman 1-3 Year Treas.Bond held by Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $820k 10k 81.98
2021-06-30 $899k 10k 86.13
2021-03-31 $861k 10k 86.20
2020-12-31 $1.0M 12k 86.38
2020-09-30 $4.5M 51k 86.52
2020-06-30 $5.3M 61k 86.61
2020-03-31 $1.9M 22k 86.68
2018-12-31 $340k 4.1k 83.52
2018-03-31 $269k 3.2k 83.59
2017-12-31 $847k 10k 83.33

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Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard World Mega Cap Index (MGC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard World Health Car Etf (VHT)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Select Sector Spdr Tr Technology (XLK)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)

View all positions for Calton & Associates

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

Morgan Stanley
BlackRock
Bank of America Corporation
Jpmorgan Chase & Co
Captrust Financial Advisors
LPL Financial
Wells Fargo & Company
UBS Group
Bank Of Montreal
Raymond James Financial
Envestnet Asset Management
Bank of New York Mellon
Assetmark
PineBridge Investments
Ameriprise Financial

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