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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

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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
2025-09-30 $1.1M 13k 82.96
2025-06-30 $861k 10k 82.86
2025-03-31 $638k 7.7k 82.73
2024-12-31 $558k 6.8k 81.98
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