Carlton, Hoffferkamp & Jenks Wealth Management »

iShares Lehman 1-3 Year Treas.Bond shares owned by Carlton, Hoffferkamp & Jenks Wealth Management

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

Historical chart of Carlton, Hoffferkamp & Jenks Wealth 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 Carlton, Hoffferkamp & Jenks Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 52k 83.09
2025-06-30 $4.3M 53k 82.52
2025-03-31 $4.7M 56k 82.72
2024-12-31 $4.8M 59k 82.09
2024-09-30 $5.2M 63k 82.11
2024-06-30 $5.3M 65k 82.17
2024-03-31 $5.6M 68k 81.19
2023-12-31 $5.8M 71k 82.02
2023-09-30 $5.9M 73k 80.88
2023-06-30 $6.1M 75k 81.07
2023-03-31 $6.3M 77k 82.26
2022-12-31 $6.8M 83k 81.73
2022-09-30 $7.1M 87k 80.94
2022-06-30 $7.4M 90k 82.56
2022-03-31 $7.4M 89k 83.07
2021-12-31 $7.6M 89k 85.14
2021-09-30 $7.7M 90k 85.89
2021-06-30 $7.7M 89k 86.19
2021-03-31 $7.7M 90k 86.24
2020-12-31 $7.6M 88k 86.38
2020-09-30 $7.6M 88k 86.32
2020-06-30 $7.9M 91k 86.59
2020-03-31 $8.1M 94k 86.65
2019-12-31 $8.2M 96k 84.96
2019-09-30 $8.8M 103k 84.85
2019-06-30 $9.3M 110k 84.59
2019-03-31 $9.3M 111k 84.12
2018-12-31 $8.3M 100k 83.61
2018-09-30 $9.5M 115k 83.09
2018-06-30 $9.6M 115k 83.33
2018-03-31 $9.7M 116k 83.52
2017-12-31 $10M 120k 83.84
2017-09-30 $12M 143k 84.45
2017-06-30 $11M 134k 84.49
2017-03-31 $11M 130k 84.52
2016-12-31 $11M 129k 84.44
2016-09-30 $9.5M 112k 85.03
2016-06-30 $9.3M 109k 85.31
2016-03-31 $9.2M 109k 85.02
2015-12-31 $9.3M 110k 84.47
2015-09-30 $5.8M 68k 84.98
2015-06-30 $5.9M 70k 84.74
2015-03-31 $5.5M 64k 84.86
2014-12-31 $5.4M 64k 84.45
2014-09-30 $4.0M 47k 84.60
2014-06-30 $2.6M 31k 84.55
2014-03-31 $2.2M 26k 84.44
2013-12-31 $2.4M 29k 84.37
2013-09-30 $2.4M 29k 84.47
2013-06-30 $2.4M 29k 84.27
2013-03-31 $3.1M 37k 84.45
2012-12-31 $3.1M 36k 84.41
2012-09-30 $2.5M 30k 84.49
2012-06-30 $2.2M 26k 84.36
2012-03-31 $1.5M 18k 84.30
2011-12-31 $608k 7.2k 84.44

More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
TJX Companies (TJX)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

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

Morgan Stanley
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
Bank Of Montreal

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