MinichMacGregor Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2024-03-31 $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 Us Home Cons Etf (ITB)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
Vanguard World Industrial Etf (VIS)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr U.s. Insrnce Etf (IAK)
Ishares Tr Us Aer Def Etf (ITA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Expanded Tech (IGV)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Industrials (IYJ)
Ishares Tr Short Treas Bd (SHV)

View all positions for MinichMacGregor Wealth Management

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