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iShares Lehman 1-3 Year Treas.Bond shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$585k	7.0k	83.15
2024-06-30	$1.9M	23k	81.65
2024-03-31	$816k	10k	81.78
2021-12-31	$999	22	45.45

More positions owned by Confluence Wealth Services

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Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)

Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)

Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)

Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)

Ishares Tr Core Div Grwth Core Div Grwth (DGRO)

Apple (AAPL)

Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)

Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)

Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)

Capital Group Divid Growers Etf Shs Etf (CGDG)

Microsoft Corporation (MSFT)

Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

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

Morgan Stanley

BlackRock

Bank of America Corporation

Captrust Financial Advisors

Jpmorgan Chase & Co

LPL Financial

Wells Fargo & Company

Envestnet Asset Management

Bank of New York Mellon

Branch Banking & Trust Company

Royal Bank of Canada

Charles Schwab Investment Management

Barclays

Raymond James & Associates

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

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