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iShares Lehman 1-3 Year Treas.Bond shares owned by Roundview Capital

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

Historical chart of Roundview Capital 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 Roundview Capital 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 Roundview Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 18k 81.78
2023-12-31 $1.5M 19k 82.04
2023-09-30 $330k 4.1k 80.96
2023-06-30 $246k 3.0k 81.09
2023-03-31 $249k 3.0k 82.17
2022-12-31 $213k 2.6k 81.18

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View all positions for Roundview Capital

Top funds holding iShares Lehman 1-3 Year Treas.Bond

Jpmorgan Chase & Co
Bank of America Corporation
Balentine
Assetmark
UBS Group
Wells Fargo & Company
Bank Of Montreal
Branch Banking & Trust Company
Bank of New York Mellon
Captrust Financial Advisors
Barclays
Royal Bank of Canada
Charles Schwab Investment Management
Raymond James & Associates
HPM Partners

View all funds holding iShares Lehman 1-3 Year Treas.Bond