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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
2024-06-30 $377k 4.6k 81.65
2024-03-31 $332k 4.1k 81.78
2023-12-31 $310k 3.8k 82.04

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Vanguard Index Fds Small Cp Etf (VB)
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First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
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Unified Ser Tr Ballast Smlmd Cp (MGMT)
Natixis Etf Tr Gateway Quality (GQI)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
First Tr Exchange-traded Cap Strength Etf (FTCS)
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View all positions for Lokken Investment Group

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

Morgan Stanley
BlackRock
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Captrust Financial Advisors
Bank of New York Mellon
Branch Banking & Trust Company
Royal Bank of Canada
Charles Schwab Investment Management
Raymond James & Associates
HPM Partners
Raymond James Financial Services Advisors

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