Spartan Planning & Wealth Management »

iShares Lehman 1-3 Year Treas.Bond shares owned by Spartan Planning & Wealth Management

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

Historical chart of Spartan Planning & Wealth Management 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 Spartan Planning & Wealth Management 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 Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 19k 82.96
2025-06-30 $4.7M 56k 82.86
2025-03-31 $9.0M 109k 82.73
2023-12-31 $4.2M 51k 82.04
2023-09-30 $324 4 81.00
2022-12-31 $325 4 81.25
2022-09-30 $0 4 0.00
2022-06-30 $1.3M 16k 82.80
2022-03-31 $48k 575 83.48