iShares Lehman 1-3 Year Treas.Bond shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in iShares Lehman 1-3 Year Treas.Bond
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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.5M | 114k | 82.96 |
| 2025-06-30 | $8.8M | 106k | 82.86 |
| 2025-03-31 | $8.3M | 101k | 82.73 |
| 2024-12-31 | $7.9M | 97k | 81.98 |
| 2024-09-30 | $7.4M | 89k | 83.15 |
| 2024-06-30 | $6.8M | 83k | 81.65 |
| 2024-03-31 | $5.9M | 73k | 81.78 |
| 2023-12-31 | $5.6M | 69k | 82.04 |
| 2023-09-30 | $5.3M | 66k | 80.97 |
| 2023-06-30 | $5.5M | 67k | 81.08 |
| 2023-03-31 | $4.6M | 56k | 82.16 |
| 2022-12-31 | $2.2M | 28k | 81.17 |
| 2022-09-30 | $0 | 1 | 0.00 |
| 2022-06-30 | $147k | 1.8k | 82.49 |
| 2022-03-31 | $135k | 1.6k | 83.49 |
| 2021-12-31 | $103k | 1.2k | 85.83 |
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