iShares Lehman 1-3 Year Treas.Bond shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in iShares Lehman 1-3 Year Treas.Bond
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All positions including iShares Lehman 1-3 Year Treas.Bond held by Polaris Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $11M | 134k | 80.97 |
2018-12-31 | $483k | 5.8k | 83.56 |
2018-09-30 | $540k | 6.5k | 83.12 |
2018-06-30 | $459k | 5.5k | 83.56 |
2018-03-31 | $473k | 5.7k | 83.60 |
2017-12-31 | $656k | 7.8k | 83.79 |
2017-09-30 | $13M | 155k | 84.45 |
2017-06-30 | $5.9M | 69k | 84.49 |
2017-03-31 | $7.3M | 87k | 84.52 |
2016-12-31 | $7.7M | 91k | 84.46 |
2016-09-30 | $7.7M | 91k | 85.04 |
2016-06-30 | $7.6M | 89k | 85.33 |
2016-03-31 | $6.9M | 81k | 85.03 |
2015-12-31 | $25M | 293k | 84.36 |
2015-09-30 | $24M | 284k | 84.99 |
2015-06-30 | $2.0M | 23k | 84.85 |
2015-03-31 | $1.6M | 19k | 84.88 |
2014-12-31 | $1.8M | 22k | 84.45 |
2014-09-30 | $1.5M | 18k | 84.54 |
2014-06-30 | $12M | 135k | 84.56 |
2014-03-31 | $11M | 133k | 84.45 |
2013-12-31 | $11M | 131k | 84.38 |
2013-09-30 | $12M | 139k | 84.47 |
2013-06-30 | $3.7M | 44k | 84.28 |
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