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

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

Historical chart of MinichMacGregor 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 MinichMacGregor 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 MinichMacGregor Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 54k 82.96
2025-06-30 $4.6M 56k 82.86
2025-03-31 $4.7M 57k 82.73
2024-12-31 $3.9M 47k 81.98
2024-09-30 $3.8M 46k 83.15
2024-06-30 $3.8M 46k 81.65
2024-03-31 $3.8M 46k 81.34
2023-12-31 $4.0M 48k 82.04
2023-09-30 $3.9M 48k 80.97
2023-06-30 $3.9M 48k 81.08
2023-03-31 $3.9M 48k 82.16
2022-12-31 $3.9M 48k 81.17
2022-09-30 $3.8M 47k 81.21
2022-06-30 $3.9M 47k 82.79
2022-03-31 $3.9M 47k 83.34
2021-12-31 $3.9M 46k 85.52
2021-09-30 $4.2M 48k 86.14
2021-06-30 $4.1M 48k 86.14
2021-03-31 $4.0M 46k 86.25
2020-12-31 $3.5M 41k 86.36
2020-09-30 $5.1M 59k 86.51
2020-06-30 $5.2M 60k 86.60
2020-03-31 $12M 134k 86.66
2019-12-31 $4.1M 48k 84.62
2019-09-30 $4.2M 50k 84.81
2019-06-30 $4.3M 50k 84.56
2019-03-31 $4.3M 51k 83.85
2018-09-30 $4.3M 52k 82.91
2018-06-30 $4.2M 51k 83.22
2018-03-31 $4.3M 51k 83.55
2017-12-31 $3.7M 44k 83.83
2017-09-30 $3.6M 42k 84.44
2017-06-30 $3.5M 42k 84.48
2017-03-31 $3.5M 42k 84.50
2016-12-31 $3.5M 42k 84.44
2016-09-30 $3.8M 44k 85.03
2016-06-30 $4.0M 47k 85.31
2016-03-31 $4.0M 47k 85.02
2015-12-31 $3.1M 37k 84.84

More positions owned by MinichMacGregor Wealth Management

Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Us Aer Def Etf (ITA)
Ishares Tr Us Consum Discre (IYC)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation (NVDA)
Ishares Tr U.s. Finls Etf (IYF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Expanded Tech (IGV)
Kratos Defense & Sec Solutio Com New (KTOS)
Vanguard World Industrial Etf (VIS)
Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr Us Br Del Se Etf (IAI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for MinichMacGregor Wealth Management

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

Morgan Stanley
BlackRock
Captrust Financial Advisors
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
UBS Group
Wells Fargo & Company
Mizuho Markets Americas
Ameriprise Financial
Raymond James Financial
Envestnet Asset Management
Royal Bank of Canada
PineBridge Investments
Bank Of Montreal

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