iShares Lehman 1-3 Year Treas.Bond shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth 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 HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.3M | 65k | 82.04 |
| 2023-09-30 | $4.9M | 61k | 80.97 |
| 2023-06-30 | $5.5M | 68k | 81.08 |
| 2023-03-31 | $5.8M | 70k | 82.16 |
| 2022-12-31 | $5.9M | 73k | 81.17 |
| 2022-09-30 | $6.5M | 81k | 81.21 |
| 2022-06-30 | $6.3M | 77k | 82.80 |
| 2021-03-31 | $264k | 3.1k | 86.22 |
| 2020-12-31 | $176k | 2.0k | 86.15 |
| 2020-09-30 | $177k | 2.0k | 86.64 |
| 2020-06-30 | $178k | 2.1k | 86.70 |
| 2020-03-31 | $289k | 3.3k | 86.71 |
| 2019-12-31 | $102k | 1.2k | 85.00 |
Top funds holding iShares Lehman 1-3 Year Treas.Bond
View all funds holding iShares Lehman 1-3 Year Treas.Bond