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iShares Lehman 1-3 Year Treas.Bond shares owned by Legacy Private Trust

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust 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 Legacy Private Trust 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 Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-12-31 $244k 3.0k 81.98
2024-09-30 $289k 3.5k 83.15
2024-06-30 $598k 7.3k 81.65
2024-03-31 $415k 5.1k 81.78
2023-12-31 $773k 9.4k 82.04
2023-09-30 $1.1M 14k 80.97
2023-06-30 $1.3M 16k 81.08
2023-03-31 $1.8M 22k 82.16
2022-12-31 $2.3M 29k 81.16
2022-09-30 $3.3M 41k 81.21
2022-06-30 $3.5M 43k 82.79
2022-03-31 $6.7M 80k 83.34
2021-12-31 $6.6M 77k 85.54
2021-09-30 $7.4M 86k 86.15
2021-06-30 $7.6M 88k 86.16
2021-03-31 $2.6M 31k 86.23
2020-12-31 $2.6M 30k 86.37
2020-09-30 $3.1M 36k 86.51
2020-06-30 $4.0M 46k 86.61
2020-03-31 $2.4M 28k 86.67
2019-12-31 $3.3M 39k 84.62
2019-09-30 $3.8M 45k 84.82
2019-06-30 $4.4M 52k 84.78
2019-03-31 $5.8M 69k 84.13
2018-12-31 $12M 145k 83.62
2018-09-30 $8.0M 97k 83.09
2018-06-30 $11M 126k 83.37
2018-03-31 $1.4M 17k 83.53
2017-12-31 $1.9M 22k 83.87
2017-09-30 $5.7M 68k 84.45
2017-06-30 $3.3M 39k 84.49
2017-03-31 $11M 127k 84.52
2016-12-31 $6.4M 76k 84.44
2016-09-30 $2.2M 26k 85.05
2016-06-30 $720k 8.4k 85.33
2016-03-31 $1.7M 20k 85.01
2015-12-31 $738k 8.7k 84.39
2015-09-30 $2.4M 28k 84.99
2015-06-30 $279k 3.3k 84.80
2014-12-31 $604k 7.2k 84.45
2014-03-31 $982k 12k 84.44
2013-12-31 $6.3M 75k 84.38
2013-09-30 $4.6M 55k 84.47

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
Janus Detroit Str Tr Henderson Mtg (JMBS)

View all positions for Legacy Private Trust

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
Royal Bank of Canada
Charles Schwab Investment Management
Barclays

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