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

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

Historical chart of Koa Wealth 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 Koa 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 Koa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.5M 56k 81.65
2024-03-31 $3.9M 48k 81.78
2023-12-31 $3.6M 44k 82.04

More positions owned by Koa Wealth Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Innovative Industria A (IIPR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Danaher Corporation (DHR)
Halozyme Therapeutics (HALO)
Amazon (AMZN)
American Tower Reit (AMT)
Visa Com Cl A (V)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Constellation Brands Cl A (STZ)
Philip Morris International (PM)
Ishares Tr U.s. Med Dvc Etf (IHI)

View all positions for Koa Wealth Management

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

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

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