Institutional & Family Asset Management »

iShares Lehman 1-3 Year Treas.Bond shares owned by Institutional & Family Asset Management

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

Historical chart of Institutional & Family Asset Management 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 Institutional & Family Asset 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 Institutional & Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $48k 582 81.65
2024-03-31 $98k 1.2k 81.78
2023-12-31 $100k 1.2k 82.04
2023-09-30 $82k 1.0k 80.97
2023-06-30 $82k 1.0k 81.06
2023-03-31 $83k 1.0k 82.14
2022-12-31 $82k 1.0k 81.18
2022-09-30 $81k 1.0k 80.84
2022-06-30 $83k 1.0k 82.92
2022-03-31 $83k 1.0k 83.00
2021-12-31 $86k 1.0k 86.00
2021-09-30 $86k 999 86.09
2021-06-30 $96k 1.1k 86.10
2021-03-31 $126k 1.5k 86.18
2020-12-31 $483k 5.6k 86.33
2020-09-30 $501k 5.8k 86.45
2020-06-30 $510k 5.9k 86.56
2020-03-31 $524k 6.0k 86.67
2019-12-31 $1.1M 13k 84.66
2019-09-30 $1.0M 12k 84.82
2019-06-30 $1.7M 20k 84.79
2019-03-31 $1.8M 21k 84.10
2018-12-31 $1.9M 22k 83.62
2018-09-30 $1.9M 23k 83.11
2018-06-30 $2.4M 28k 83.36
2018-03-31 $2.4M 29k 83.56
2017-12-31 $3.4M 40k 83.86
2017-09-30 $3.5M 41k 84.46
2017-06-30 $3.4M 40k 84.48
2017-03-31 $3.6M 42k 84.52
2016-12-31 $3.3M 39k 84.44
2016-09-30 $3.3M 38k 85.03
2016-06-30 $3.1M 36k 85.32
2016-03-31 $3.8M 45k 84.36
2015-12-31 $3.8M 45k 84.37

More positions owned by Institutional & Family Asset Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Listed Fd Tr Core Alt Fd (CCOR)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Plains All Amern Pipeline L Unit Ltd Partn (PAA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Institutional & Family Asset Management

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

BlackRock
Captrust Financial Advisors
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
UBS Group
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
Envestnet Asset Management
Royal Bank of Canada
PineBridge Investments
HPM Partners
Branch Banking & Trust Company
Assetmark

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