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iShares Lehman 1-3 Year Treas.Bond shares owned by NorthRock Partners

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

Historical chart of NorthRock Partners 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 NorthRock Partners 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 NorthRock Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $555k 6.7k 83.15
2024-06-30 $541k 6.6k 81.64
2024-03-31 $604k 7.4k 81.78
2023-12-31 $3.4M 42k 82.04
2023-09-30 $1.7M 21k 80.97
2020-06-30 $390k 4.5k 86.61
2020-03-31 $911k 11k 86.71
2019-12-31 $1.5M 18k 84.63
2019-09-30 $4.0M 47k 84.81

More positions owned by NorthRock Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
NVIDIA Corporation (NVDA)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Allegheny Technologies Incorporated (ATI)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for NorthRock Partners

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