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iShares Lehman 1-3 Year Treas.Bond shares owned by Family Firm

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

Historical chart of Family Firm 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 Family Firm 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 Family Firm

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.2M 27k 81.98
2024-09-30 $2.2M 27k 83.15
2024-06-30 $2.1M 26k 81.65
2024-03-31 $2.4M 30k 81.78
2023-12-31 $2.2M 27k 82.04
2023-09-30 $2.6M 32k 80.97
2023-06-30 $2.6M 33k 81.08
2023-03-31 $2.3M 28k 82.16
2022-12-31 $2.3M 28k 81.17
2022-09-30 $2.5M 29k 85.52
2022-06-30 $2.5M 29k 85.52
2022-03-31 $2.5M 29k 85.52
2021-12-31 $2.5M 29k 85.52
2021-09-30 $2.5M 29k 85.94
2021-06-30 $2.5M 29k 86.17
2021-03-31 $2.3M 27k 86.23
2020-12-31 $2.3M 26k 86.36
2020-09-30 $2.3M 26k 86.50
2020-06-30 $2.1M 24k 86.62
2020-03-31 $1.7M 20k 86.65
2019-12-31 $1.8M 21k 84.61
2019-09-30 $1.8M 21k 84.81
2019-06-30 $1.8M 21k 84.76
2019-03-31 $1.7M 20k 84.11
2018-12-31 $1.5M 18k 83.65
2018-09-30 $1.4M 17k 83.08
2018-06-30 $1.5M 18k 83.39
2018-03-31 $1.3M 15k 83.56
2017-12-31 $1.3M 15k 83.86
2017-09-30 $1.1M 13k 84.44
2017-06-30 $832k 9.8k 84.52
2017-03-31 $627k 7.4k 84.49
2016-12-31 $615k 7.3k 84.40
2016-09-30 $608k 7.1k 85.09
2016-06-30 $384k 4.5k 85.26
2016-03-31 $383k 4.5k 85.11
2015-12-31 $400k 4.7k 84.30
2015-09-30 $412k 4.9k 84.91
2015-06-30 $496k 5.9k 84.79
2015-03-31 $496k 5.8k 84.86
2014-12-31 $493k 5.8k 84.40

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares North American Natural Resources Etf Etf (IGE)
Vanguard Russell 3000 Etf Etf (VTHR)
Schwab U.s. Broad Market Etf Etf (SCHB)
Ishares Tips Bond Etf Etf (TIP)
Apple Stock (AAPL)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Nvidia Corporation Stock (NVDA)
Ishares International Treasury Bond Etf Etf (IGOV)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for Family Firm

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

Morgan Stanley
BlackRock
Bank of America Corporation
Jpmorgan Chase & Co
Captrust Financial Advisors
LPL Financial
Wells Fargo & Company
UBS Group
Bank Of Montreal
Raymond James Financial
Envestnet Asset Management
Bank of New York Mellon
Assetmark
PineBridge Investments
Ameriprise Financial

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