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iShares Lehman 1-3 Year Treas.Bond shares owned by Cerro Pacific Wealth Advisors

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

Historical chart of Cerro Pacific Wealth Advisors 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 Cerro Pacific Wealth Advisors 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 Cerro Pacific Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $4.7M 57k 82.16
2022-12-31 $9.3M 114k 81.17
2022-09-30 $9.6M 118k 81.21
2022-06-30 $9.3M 113k 82.79

More positions owned by Cerro Pacific Wealth Advisors

Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Chevron Corporation (CVX)
Costco Wholesale Corporation (COST)
Schwab Strategic Tr Us Tips Etf (SCHP)
NVIDIA Corporation (NVDA)
First American Financial (FAF)

View all positions for Cerro Pacific Wealth Advisors

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
Barclays
Charles Schwab Investment Management
Royal Bank of Canada
Assetmark
Raymond James & Associates
HPM Partners

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