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

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

Historical chart of Essential Planning investment in iShares Lehman 1-3 Year Treas.Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman 1-3 Year Treas.Bond held by Essential Planning 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 Essential Planning

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.6M 57k 80.97
2023-06-30 $4.9M 61k 80.75
2023-03-31 $5.2M 69k 75.25
2022-12-31 $6.0M 80k 75.37
2022-09-30 $6.6M 81k 81.19

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View all positions for Essential Planning

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
Barclays
Charles Schwab Investment Management
Royal Bank of Canada
Assetmark
Raymond James & Associates
HPM Partners

View all funds holding iShares Lehman 1-3 Year Treas.Bond