SlateStone Wealth »

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

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

Historical chart of SlateStone Wealth 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 SlateStone Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by SlateStone Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $353k 4.3k 81.83
2023-12-31 $570k 6.9k 82.11
2023-09-30 $404k 5.0k 80.99
2023-06-30 $243k 3.0k 81.03
2023-03-31 $227k 2.8k 82.04

More positions owned by SlateStone Wealth

SPDR S&P 500 ETF Tr Etf (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco QQQ Ser 1 Etf (QQQ)
NVIDIA Corporation (NVDA)
Alphabet Inc Class A cs (GOOGL)
iShares Russell 1000 Growth ET Etf (IWF)
Pepsi (PEP)
Amazon (AMZN)
iShares USA Quality Fctr Etf (QUAL)
iShares 20 Yr Tr Bond ETF Etf (TLT)
Chevron Corporation (CVX)
Merck & Co (MRK)
Vanguard High Div Yield Etf (VYM)
JPMorgan Chase & Co. (JPM)

View all positions for SlateStone Wealth

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

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

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