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iShares Lehman 1-3 Year Treas.Bond shares owned by Lokken Investment Group

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Lokken Investment Group from 13F filings

Historical chart of Lokken Investment Group 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 Lokken Investment Group 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 Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $420k 5.1k 83.15
2024-06-30 $377k 4.6k 81.65
2024-03-31 $332k 4.1k 81.78
2023-12-31 $310k 3.8k 82.04

More positions owned by Lokken Investment Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Natixis Etf Tr Gateway Quality (GQI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Lokken Investment Group

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