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iShares Lehman 1-3 Year Treas.Bond shares owned by GW & Wade

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

Historical chart of GW & Wade 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 GW & Wade 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 GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $65M 789k 82.04
2023-09-30 $76M 943k 80.97
2023-06-30 $77M 949k 81.08
2023-03-31 $78M 944k 82.16
2022-12-31 $56M 686k 81.17
2022-09-30 $43M 523k 81.21
2022-06-30 $105M 1.3M 82.79
2022-03-31 $103M 1.2M 83.35
2021-12-31 $36M 415k 85.54
2021-09-30 $36M 421k 86.15
2021-06-30 $39M 448k 86.16
2021-03-31 $41M 480k 86.25
2020-12-31 $39M 446k 86.38
2020-09-30 $39M 453k 86.51
2020-06-30 $41M 476k 86.61
2020-03-31 $44M 503k 86.67
2019-12-31 $34M 404k 84.63
2019-09-30 $27M 322k 84.82
2019-06-30 $26M 303k 84.78
2019-03-31 $27M 317k 84.12
2018-12-31 $39M 471k 83.62
2018-09-30 $17M 208k 83.09
2018-06-30 $20M 244k 83.37
2018-03-31 $22M 259k 83.56
2017-12-31 $25M 294k 83.85
2017-09-30 $24M 288k 84.45
2017-06-30 $25M 298k 84.49
2017-03-31 $25M 291k 84.52
2016-12-31 $28M 331k 84.45
2016-09-30 $6.2M 73k 85.04
2016-06-30 $5.7M 67k 85.32
2016-03-31 $6.8M 81k 85.02
2015-12-31 $6.7M 80k 84.36
2015-09-30 $6.8M 80k 84.99
2015-06-30 $6.8M 80k 84.86
2015-03-31 $7.1M 84k 84.89

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

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

BlackRock
Bank of America Corporation
Captrust Financial Advisors
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Bank of New York Mellon
Royal Bank of Canada
Charles Schwab Investment Management
Barclays
Raymond James & Associates
HPM Partners
Raymond James Financial Services Advisors
Assetmark

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