Lake Street Financial »

iShares Lehman 1-3 Year Treas.Bond shares owned by Lake Street Financial

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Lake Street Financial from 13F filings

Historical chart of Lake Street Financial 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 Lake Street Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Lake Street Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $738k 9.0k 81.78
2023-12-31 $741k 9.0k 82.04
2023-09-30 $697k 8.6k 80.96
2023-06-30 $531k 6.6k 81.08
2023-03-31 $504k 6.1k 82.16
2022-12-31 $398k 4.9k 81.17

More positions owned by Lake Street Financial

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
First Tr Exchange Traded First Tr Enh New (FTSM)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Us Largecap Divd (DLN)
JPMorgan Chase & Co. (JPM)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Uber Technologies (UBER)

View all positions for Lake Street Financial

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

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