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

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

Historical chart of Family Management Corporation 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 Family Management Corporation 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 Management Corporation

Quarter filed Position value Share count Share price at filing
2023-09-30 $129k 1.6k 80.97
2023-06-30 $69k 856 81.08
2023-03-31 $19M 226k 82.16
2022-12-31 $26M 325k 81.17
2022-09-30 $70k 857 81.68
2022-06-30 $58k 698 83.09
2019-06-30 $35k 418 83.73

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Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Vol (USMV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Family Management Corporation

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
Bank of New York Mellon
Branch Banking & Trust Company
Captrust Financial Advisors
Cornell University
Barclays
Charles Schwab Investment Management
Royal Bank of Canada
Assetmark
Raymond James & Associates

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