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iShares Lehman 1-3 Year Treas.Bond shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth 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 Heritage Wealth 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $1.7M 21k 81.17
2022-09-30 $894k 11k 81.24
2022-06-30 $705k 8.5k 82.79
2022-03-31 $0 3 0.00
2021-09-30 $0 3 0.00
2021-06-30 $5.0k 59 84.75
2021-03-31 $41k 481 85.24

More positions owned by Heritage Wealth Management

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Xpel (XPEL)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Kla Corp Com New (KLAC)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for Heritage Wealth Management

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
Bank of New York Mellon
Branch Banking & Trust Company
Captrust Financial Advisors
Cornell University
Barclays
Charles Schwab Investment Management
Royal Bank of Canada
Assetmark
Raymond James & Associates

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