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iShares Lehman 1-3 Year Treas.Bond shares owned by MBL Wealth

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

Historical chart of MBL Wealth 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 MBL Wealth 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $18M 220k 81.78
2023-12-31 $17M 206k 82.04
2023-09-30 $16M 200k 80.97
2023-06-30 $15M 187k 81.08
2023-03-31 $15M 179k 82.16
2022-12-31 $10M 126k 81.17
2022-09-30 $9.6M 119k 81.21
2022-06-30 $8.6M 104k 82.79
2022-03-31 $7.1M 85k 83.35
2021-03-31 $663k 7.7k 86.25
2020-12-31 $1.0M 12k 86.41

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for MBL Wealth

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
Cornell University
Barclays
Charles Schwab Investment Management
Royal Bank of Canada
Assetmark
Raymond James & Associates

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