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iShares Lehman 1-3 Year Treas.Bond shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in iShares Lehman 1-3 Year Treas.Bond

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All positions including iShares Lehman 1-3 Year Treas.Bond held by Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $357M 4.4M 82.04
2023-09-30 $280M 3.5M 80.97
2023-06-30 $279M 3.4M 81.08
2023-03-31 $292M 3.5M 82.16
2022-12-31 $319M 3.9M 81.17
2022-09-30 $529M 6.5M 81.21
2022-06-30 $480M 5.8M 82.79
2022-03-31 $338M 4.1M 83.35
2021-12-31 $100M 1.2M 85.54
2021-09-30 $77M 895k 86.15
2021-06-30 $68M 787k 86.16
2021-03-31 $63M 731k 86.25
2020-12-31 $55M 632k 86.38
2020-09-30 $46M 529k 86.49
2020-06-30 $15M 178k 86.58
2020-03-31 $18M 208k 86.73
2019-12-31 $13M 152k 84.67
2019-09-30 $14M 160k 84.82
2019-06-30 $18M 215k 84.78
2019-03-31 $1.9M 23k 84.10
2018-12-31 $732k 8.8k 83.65
2018-09-30 $878k 11k 83.12
2018-06-30 $609k 7.3k 83.31
2018-03-31 $582k 7.0k 83.57
2017-12-31 $756k 9.0k 83.89
2017-09-30 $11M 129k 84.45
2017-06-30 $597k 7.1k 84.52
2017-03-31 $428k 5.1k 84.60
2016-12-31 $711k 8.4k 84.44
2016-09-30 $24k 280 85.71
2016-06-30 $256k 3.0k 85.33
2016-03-31 $47k 549 85.61
2015-12-31 $46k 541 85.03
2014-12-31 $101k 1.2k 84.17
2014-06-30 $101k 1.2k 84.17
2014-03-31 $101k 1.2k 84.17
2013-12-31 $101k 1.2k 84.17
2013-09-30 $203k 2.4k 84.34
2013-06-30 $203k 2.4k 84.37
2013-03-31 $203k 2.4k 84.41
2012-09-30 $253k 3.0k 84.19
2012-06-30 $254k 3.0k 84.55

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

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
Bank of New York Mellon
Branch Banking & Trust Company
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