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

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

Historical chart of Napa 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 Napa 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 Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $840k 10k 83.15
2024-06-30 $1.2M 15k 81.65
2024-03-31 $1.8M 22k 81.78
2023-12-31 $5.1M 62k 82.04

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Meta Platforms Cl A (META)
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Costco Wholesale Corporation (COST)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
NVIDIA Corporation (NVDA)
UnitedHealth (UNH)
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Hercules Technology Growth Capital (HTGC)

View all positions for Napa Wealth Management

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

Morgan Stanley
BlackRock
BlackRock
Bank of America Corporation
Captrust Financial Advisors
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Bank of New York Mellon
Branch Banking & Trust Company
Royal Bank of Canada
Charles Schwab Investment Management
Barclays
Raymond James & Associates

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