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iShares Lehman 1-3 Year Treas.Bond shares owned by Premier Path Wealth Partners

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

Historical chart of Premier Path Wealth 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 Premier Path Wealth 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 Premier Path Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.0M 97k 83.15
2024-06-30 $7.3M 89k 81.65
2024-03-31 $6.9M 86k 80.13
2023-12-31 $393k 2.1k 189.83

More positions owned by Premier Path Wealth Partners

Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Usd Inv Grde Etf (USIG)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr Communication (XLC)
Meta Platforms Cl A (META)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Premier Path Wealth 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