iShares Lehman 1-3 Year Treas.Bond shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax 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 Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $430k | 5.2k | 81.97 |
| 2024-09-30 | $497k | 6.0k | 83.15 |
| 2024-06-30 | $431k | 5.3k | 81.65 |
| 2024-03-31 | $484k | 5.9k | 81.78 |
| 2023-12-31 | $501k | 6.1k | 82.04 |
| 2023-09-30 | $453k | 5.6k | 80.97 |
| 2023-06-30 | $467k | 5.8k | 81.09 |
| 2023-03-31 | $392k | 4.8k | 82.15 |
| 2022-12-31 | $393k | 4.8k | 81.17 |
| 2022-09-30 | $450k | 5.5k | 81.26 |
| 2022-06-30 | $601k | 7.3k | 82.84 |
| 2022-03-31 | $539k | 6.5k | 83.28 |
| 2021-12-31 | $647k | 7.6k | 85.56 |
| 2021-09-30 | $790k | 9.2k | 86.18 |
| 2021-06-30 | $586k | 6.8k | 86.09 |
| 2021-03-31 | $758k | 8.8k | 86.27 |
| 2020-12-31 | $1.0M | 12k | 86.41 |
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