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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

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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
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

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View all positions for Spartan Planning & Wealth Management

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

BlackRock
Bank of America Corporation
Captrust Financial Advisors
Jpmorgan Chase & Co
LPL Financial
Mercer Global Advisors
Wells Fargo & Company
UBS Group
Bank Of Montreal
Envestnet Asset Management
Bank of New York Mellon
PineBridge Investments
Royal Bank of Canada
Charles Schwab Investment Management
Barclays

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