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iShares Lehman 1-3 Year Treas.Bond shares owned by Sequent Planning

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

Historical chart of Sequent Planning 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 Sequent Planning 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.1M 75k 81.78

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Vanguard Index Fds Total Stk Mkt (VTI)
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
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View all positions for Sequent Planning

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

Morgan Stanley
BlackRock
Bank of America Corporation
Jpmorgan Chase & Co
Assetmark
Wells Fargo & Company
Balentine
UBS Group
Bank Of Montreal
Envestnet Asset Management
LPL Financial
Captrust Financial Advisors
Branch Banking & Trust Company
Bank of New York Mellon
PineBridge Investments

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