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

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

Historical chart of Pacific 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 Pacific 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 Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.1M 99k 82.04
2023-12-31 $8.1M 99k 82.04
2023-09-30 $8.3M 103k 80.97
2023-06-30 $18M 219k 81.08
2023-03-31 $19M 225k 82.16
2022-12-31 $17M 212k 81.17
2022-09-30 $17M 211k 81.21

More positions owned by Pacific Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Abbvie (ABBV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Select Sector Spdr Tr Communication (XLC)
Abbott Laboratories (ABT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
General Dynamics Corporation (GD)

View all positions for Pacific Wealth 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
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