iShares Lehman 1-3 Year Treas.Bond shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in iShares Lehman 1-3 Year Treas.Bond
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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $736k | 8.9k | 82.48 |
| 2024-06-30 | $766k | 9.4k | 81.62 |
| 2024-03-31 | $836k | 10k | 81.18 |
| 2023-12-31 | $2.7M | 11k | 246.54 |
| 2023-09-30 | $904k | 11k | 80.88 |
| 2023-06-30 | $919k | 11k | 81.08 |
| 2023-03-31 | $938k | 11k | 82.27 |
| 2022-12-31 | $931k | 12k | 81.24 |
| 2022-09-30 | $1.4M | 17k | 81.12 |
| 2022-06-30 | $1.7M | 20k | 82.54 |
| 2022-03-31 | $1.7M | 21k | 83.12 |
| 2021-12-31 | $2.2M | 26k | 85.42 |
| 2021-09-30 | $2.2M | 25k | 86.15 |
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