iShares Lehman 1-3 Year Treas.Bond shares owned by Forum Private Client Group
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client Group investment in iShares Lehman 1-3 Year Treas.Bond
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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Forum Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $494k | 6.0k | 82.96 |
| 2025-06-30 | $491k | 5.9k | 82.86 |
| 2025-03-31 | $500k | 6.0k | 82.73 |
| 2024-12-31 | $473k | 5.8k | 81.98 |
| 2024-09-30 | $479k | 5.8k | 83.15 |
| 2024-03-31 | $676k | 8.3k | 81.78 |
| 2023-12-31 | $1.3M | 15k | 82.04 |
| 2023-06-30 | $1.4M | 18k | 81.08 |
| 2023-03-31 | $1.1M | 13k | 82.16 |
| 2022-12-31 | $1.1M | 13k | 81.17 |
| 2022-09-30 | $1.1M | 14k | 81.22 |
| 2022-06-30 | $1.2M | 14k | 82.77 |
| 2022-03-31 | $1.0M | 12k | 83.31 |
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