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

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

Historical chart of Palumbo 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 Palumbo 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 Palumbo Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $609k 7.3k 83.15
2024-06-30 $274k 3.4k 81.64
2021-09-30 $1.0M 12k 86.19
2021-06-30 $1.1M 13k 86.13
2021-03-31 $1.0M 12k 86.27
2020-12-31 $683k 7.9k 86.39

More positions owned by Palumbo Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Db Commdy Indx Trck Unit (DBC)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Microsoft Corporation (MSFT)
Waste Management (WM)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Amazon (AMZN)
Sprott Physical Gold Tr Unit (PHYS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Costco Wholesale Corporation (COST)
Visa Com Cl A (V)

View all positions for Palumbo 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