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
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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
Download as csv Download as ExcelQuarterly 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 |
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