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iShares Lehman 1-3 Year Treas.Bond shares owned by Joel Isaacson & Co

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

Historical chart of Joel Isaacson & Co 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 Joel Isaacson & Co 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 Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2024-06-30 $258k 3.2k 81.65
2024-03-31 $354k 4.3k 81.77
2023-12-31 $510k 6.2k 82.04
2023-09-30 $503k 6.2k 80.97
2023-06-30 $225k 2.8k 81.08

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Vanguard Whitehall Fds High Div Yld (VYM)
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Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

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

Morgan Stanley
BlackRock
BlackRock
Bank of America Corporation
Captrust Financial Advisors
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Bank of New York Mellon
Branch Banking & Trust Company
Royal Bank of Canada
Charles Schwab Investment Management
Barclays
Raymond James & Associates

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