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iShares Lehman 1-3 Year Treas.Bond shares owned by Fermata Advisors

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

Historical chart of Fermata Advisors 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 Fermata Advisors 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 Fermata Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $565k 6.9k 81.78
2023-12-31 $567k 6.9k 82.04
2023-09-30 $410k 5.1k 80.97
2023-03-31 $382k 4.6k 82.16
2022-12-31 $419k 5.2k 81.18
2022-09-30 $266k 3.3k 81.10
2022-06-30 $276k 3.3k 82.73

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Fermata Advisors

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