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

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

Historical chart of Core Wealth Advisors investment in iShares Lehman 1-3 Year Treas.Bond

Jul 2020Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 202405M10M15M050k100k150k200k
Value ($)Share countHistorical SHY position of Core Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including iShares Lehman 1-3 Year Treas.Bond held by Core 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 Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.5M 104k 81.65
2024-03-31 $8.5M 104k 81.78
2023-09-30 $8.4M 104k 80.97
2023-06-30 $15M 187k 81.08
2023-03-31 $11M 136k 82.16
2022-12-31 $2.8M 34k 81.17
2022-09-30 $2.1M 26k 81.20
2022-06-30 $6.0M 73k 82.79
2021-03-31 $61k 713 85.55
2020-12-31 $70k 808 86.63
2020-09-30 $38k 435 87.36
2020-06-30 $38k 435 87.36