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iShares Lehman 1-3 Year Treas.Bond shares owned by Financial Advocates Investment Management

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

Historical chart of Financial Advocates Investment Management 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 Financial Advocates Investment Management 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 Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.5M 18k 82.86
2025-03-31 $2.4M 29k 82.73
2024-12-31 $2.7M 33k 81.98
2024-09-30 $11M 52k 210.73
2024-06-30 $2.6M 32k 81.65
2024-03-31 $2.5M 30k 82.82
2023-12-31 $2.0M 25k 82.11
2023-09-30 $4.4M 54k 80.68
2023-06-30 $5.3M 65k 81.08
2023-03-31 $5.6M 69k 82.16
2022-12-31 $6.2M 77k 81.17
2022-09-30 $4.4M 55k 81.19
2022-06-30 $1.2M 14k 82.78
2022-03-31 $1.4M 17k 83.35
2021-12-31 $1.5M 17k 85.58
2021-09-30 $1.7M 20k 86.16
2021-06-30 $2.0M 23k 86.16
2021-03-31 $2.4M 28k 86.22
2020-12-31 $3.7M 40k 94.08
2020-09-30 $3.4M 39k 86.49
2020-06-30 $3.8M 44k 84.51
2020-03-31 $3.8M 44k 86.66
2019-12-31 $3.8M 44k 84.62
2019-09-30 $2.6M 32k 80.25
2019-06-30 $3.0M 35k 84.78
2019-03-31 $3.3M 39k 84.12
2018-12-31 $612k 35k 17.72
2018-09-30 $3.1M 38k 82.24
2018-06-30 $3.4M 41k 83.24
2018-03-31 $3.4M 40k 83.55
2017-12-31 $3.2M 40k 79.65

More positions owned by Financial Advocates Investment Management

Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core 80/20 Aggre (AOA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Ishares Tr Core 40/60 Moder (AOM)
Ishares Tr Us Aer Def Etf (ITA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Active Growth (JGRO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for Financial Advocates Investment Management

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

BlackRock
Captrust Financial Advisors
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
UBS Group
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
Envestnet Asset Management
Royal Bank of Canada
PineBridge Investments
HPM Partners
Branch Banking & Trust Company
Assetmark

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