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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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 |
|---|---|---|---|
| 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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