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iShares Lehman 1-3 Year Treas.Bond shares owned by New Capital Management

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

Historical chart of New Capital 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 New Capital 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 New Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 37k 81.78
2023-12-31 $3.2M 39k 82.04
2023-09-30 $10M 124k 80.97
2023-03-31 $7.9M 96k 82.16
2022-12-31 $5.7M 70k 81.17
2022-09-30 $361k 4.4k 81.20

More positions owned by New Capital Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Pepsi (PEP)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust International (DFSI)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)

View all positions for New Capital 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
Barclays
Charles Schwab Investment Management
Royal Bank of Canada
Assetmark
Raymond James & Associates
HPM Partners

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