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iShares Lehman 1-3 Year Treas.Bond shares owned by Charter Trust

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

Historical chart of Charter Trust 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 Charter Trust 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 Charter Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $228k 2.8k 82.57
2023-09-30 $228k 2.8k 80.97
2023-06-30 $296k 3.6k 81.08
2023-03-31 $300k 3.6k 82.16
2022-12-31 $619k 7.6k 81.17
2022-09-30 $1.3M 16k 81.22
2019-12-31 $533k 6.3k 84.63
2019-09-30 $576k 6.8k 84.78
2019-06-30 $264k 3.1k 84.78

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Select Sector Spdr Tr State Street Con (XLY)
Microsoft Corporation (MSFT)

View all positions for Charter Trust

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

Captrust Financial Advisors
BlackRock
LPL Financial
UBS Group
Bank of New York Mellon
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
Envestnet Asset Management
HPM Partners
Branch Banking & Trust Company
Manufacturers Life Insurance Company
Assetmark
Pnc Financial Services
Criteria Caixa, S.a.u.

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