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

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

Historical chart of Meridian Wealth Management 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 Meridian Wealth Management 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 Meridian Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.6M 44k 81.98
2024-09-30 $2.2M 26k 83.15
2024-03-31 $1.5M 19k 81.78
2023-12-31 $1.9M 23k 82.04

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Exxon Mobil Corporation (XOM)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)

View all positions for Meridian Wealth Management

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

Morgan Stanley
BlackRock
Bank of America Corporation
Jpmorgan Chase & Co
Captrust Financial Advisors
LPL Financial
Wells Fargo & Company
UBS Group
Bank Of Montreal
Raymond James Financial
Envestnet Asset Management
Bank of New York Mellon
Assetmark
PineBridge Investments
Ameriprise Financial

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