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
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)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Costco Wholesale Corporation (COST)
Ishares Tr Short Treas Bd (SHV)
Stellar Bancorp Ord (STEL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Carlton, Hoffferkamp & Jenks Wealth 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