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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
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

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr U.s. Finls Etf (IYF)
Ishares Tr Us Home Cons Etf (ITB)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
NVIDIA Corporation (NVDA)
Vanguard World Industrial Etf (VIS)
Ishares Tr Us Br Del Se Etf (IAI)
Ishares Tr U.s. Insrnce Etf (IAK)
Ishares Tr Expanded Tech (IGV)
Ishares Tr Us Aer Def Etf (ITA)
Pure Storage Cl A (PSTG)

View all positions for MinichMacGregor Wealth Management

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

BlackRock
Bank of America Corporation
Captrust Financial Advisors
Jpmorgan Chase & Co
LPL Financial
Mercer Global Advisors
Wells Fargo & Company
UBS Group
Bank Of Montreal
Envestnet Asset Management
Bank of New York Mellon
PineBridge Investments
Branch Banking & Trust Company
Royal Bank of Canada
Charles Schwab Investment Management

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