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iShares Lehman 1-3 Year Treas.Bond shares owned by Consolidated Planning Corp

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

Historical chart of Consolidated Planning Corp 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 Consolidated Planning Corp 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 Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 16k 82.04
2023-09-30 $1.9M 24k 80.97
2023-06-30 $1.9M 23k 81.08
2023-03-31 $4.6M 55k 82.16
2022-12-31 $3.9M 48k 81.17
2022-09-30 $3.2M 39k 81.20
2022-06-30 $3.3M 40k 82.79

More positions owned by Consolidated Planning Corp

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Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Apple (AAPL)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
salesforce (CRM)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core S&p Scp Etf (IJR)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Broadcom (AVGO)

View all positions for Consolidated Planning Corp

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