Private Advisor »

iShares Lehman 1-3 Year Treas.Bond shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $31M 380k 82.04
2023-09-30 $33M 403k 80.97
2023-06-30 $33M 406k 81.09
2023-03-31 $41M 498k 82.16
2022-12-31 $13M 443k 29.80
2022-09-30 $34M 422k 81.21
2022-06-30 $44M 533k 82.79
2022-03-31 $31M 369k 83.35
2021-12-31 $12M 139k 85.54
2021-09-30 $10M 116k 86.15
2021-06-30 $9.1M 106k 86.16
2021-03-31 $8.5M 98k 86.24
2020-12-31 $6.9M 80k 86.37
2020-09-30 $7.0M 81k 86.52
2020-06-30 $6.1M 71k 86.61
2020-03-31 $7.3M 85k 86.67
2019-12-31 $7.7M 91k 84.64
2019-09-30 $6.9M 82k 84.80
2019-06-30 $6.3M 74k 84.78
2019-03-31 $8.7M 103k 84.11
2018-12-31 $6.0M 71k 83.62
2018-09-30 $4.3M 52k 83.09
2018-06-30 $2.3M 28k 83.25
2018-03-31 $1.9M 23k 83.54
2017-12-31 $669k 9.3k 71.90
2017-09-30 $2.8M 33k 84.35
2017-06-30 $2.8M 33k 84.43
2017-03-31 $3.0M 36k 84.50
2016-12-31 $5.1M 61k 84.47
2016-09-30 $3.7M 44k 84.91
2016-06-30 $3.9M 46k 85.31
2016-03-31 $3.8M 44k 85.03
2015-12-31 $3.3M 39k 84.36
2015-09-30 $3.2M 38k 84.98
2015-06-30 $1.5M 18k 84.85
2015-03-31 $1.1M 13k 84.88
2014-12-31 $762k 9.0k 84.44
2014-09-30 $698k 8.3k 84.52
2014-06-30 $592k 7.0k 84.60
2014-03-31 $520k 6.2k 84.42
2013-12-31 $593k 7.0k 84.45

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Private Advisor

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