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

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

Historical chart of Heritage Wealth Partners 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 Heritage Wealth Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $391k 4.8k 81.98
2024-09-30 $399k 4.8k 83.15
2024-06-30 $463k 5.7k 81.65
2024-03-31 $583k 7.1k 82.04
2023-12-31 $583k 7.1k 82.04
2023-09-30 $587k 7.3k 80.97
2023-06-30 $624k 7.7k 81.08

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Meta Platforms Cl A
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Heritage Wealth Partners

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

BlackRock
Bank of America Corporation
Captrust Financial Advisors
Jpmorgan Chase & Co
LPL Financial
Mercer Global Advisors
Wells Fargo & Company
UBS Group
Bank Of Montreal
Envestnet Asset Management
Bank of New York Mellon
PineBridge Investments
Branch Banking & Trust Company
Royal Bank of Canada
Charles Schwab Investment Management

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