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iShares Lehman 1-3 Year Treas.Bond shares owned by SFMG Wealth Advisors

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

Historical chart of SFMG Wealth Advisors investment in iShares Lehman 1-3 Year Treas.Bond

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All positions including iShares Lehman 1-3 Year Treas.Bond held by SFMG Wealth Advisors 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 SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $451k 5.5k 82.04
2023-09-30 $445k 5.5k 80.97
2023-06-30 $446k 5.5k 81.08
2023-03-31 $549k 6.7k 82.16
2022-12-31 $2.5M 30k 81.17
2022-09-30 $2.8M 34k 81.11
2022-06-30 $2.8M 34k 82.78
2022-03-31 $2.9M 35k 83.35
2021-12-31 $4.0M 47k 85.54
2021-09-30 $4.0M 47k 86.15
2021-06-30 $4.0M 47k 86.16
2021-03-31 $4.4M 51k 86.25
2020-12-31 $5.0M 58k 86.38
2020-09-30 $5.3M 61k 86.51
2020-06-30 $17M 195k 86.61
2020-03-31 $81M 936k 86.67
2018-12-31 $3.4M 41k 83.61
2018-06-30 $258k 3.1k 83.25
2017-09-30 $5.0M 59k 84.45
2017-06-30 $6.0M 71k 84.50
2017-03-31 $6.1M 72k 84.51
2016-06-30 $410k 4.8k 85.27
2016-03-31 $3.0M 36k 85.02
2015-09-30 $2.7M 32k 84.98
2015-03-31 $268k 3.2k 84.81
2013-06-30 $422k 5.0k 84.28
2013-03-31 $407k 4.8k 84.39
2012-12-31 $412k 4.9k 84.37
2012-09-30 $533k 6.3k 84.44
2012-06-30 $682k 8.1k 84.32
2011-12-31 $857k 10k 84.51
2011-09-30 $6.3M 75k 84.57
2011-03-31 $10k 118 84.75
2010-12-31 $10k 118 84.75

More positions owned by SFMG Wealth Advisors

Atmos Energy Corporation (ATO)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Series Trust Msci Usa Strtgic (QUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for SFMG Wealth Advisors

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

BlackRock
Captrust Financial Advisors
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
UBS Group
Wells Fargo & Company
Mizuho Markets Americas
Ameriprise Financial
Raymond James Financial
Envestnet Asset Management
Royal Bank of Canada
PineBridge Investments
HPM Partners
Branch Banking & Trust Company

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