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iShares Lehman 1-3 Year Treas.Bond shares owned by Dfpg Investments

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

Historical chart of Dfpg Investments 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 Dfpg Investments 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 Dfpg Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.5M 67k 81.96
2023-09-30 $6.3M 78k 80.98
2023-06-30 $5.1M 63k 81.23
2023-03-31 $18M 223k 82.16
2022-12-31 $901k 11k 81.60
2022-09-30 $744k 9.2k 80.97
2022-06-30 $275k 3.3k 82.58
2022-03-31 $277k 3.3k 83.18
2019-09-30 $206k 2.4k 85.16

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
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Meta Platforms Cl A (META)
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Select Sector Spdr Tr Energy (XLE)

View all positions for Dfpg Investments

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

Morgan Stanley
BlackRock
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