iShares Lehman 1-3 Year Treas.Bond shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in iShares Lehman 1-3 Year Treas.Bond
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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $298k | 3.6k | 83.15 |
| 2024-06-30 | $292k | 3.6k | 81.64 |
| 2024-03-31 | $695k | 8.5k | 81.78 |
| 2023-12-31 | $697k | 8.5k | 82.04 |
| 2023-09-30 | $1.3M | 16k | 80.97 |
| 2023-06-30 | $1.5M | 18k | 81.08 |
| 2023-03-31 | $1.5M | 18k | 82.16 |
| 2022-12-31 | $1.6M | 20k | 81.17 |
| 2022-09-30 | $1.6M | 10k | 153.84 |
| 2022-06-30 | $275k | 3.3k | 82.73 |
| 2022-03-31 | $27k | 319 | 84.64 |
| 2021-12-31 | $27k | 319 | 84.64 |
| 2021-09-30 | $27k | 319 | 84.64 |
| 2021-06-30 | $27k | 319 | 84.64 |
| 2021-03-31 | $27k | 3.2k | 8.32 |
| 2020-12-31 | $485k | 5.6k | 86.38 |
| 2020-09-30 | $38k | 435 | 87.36 |
| 2020-06-30 | $38k | 435 | 87.36 |
| 2020-03-31 | $38k | 434 | 87.56 |
| 2019-12-31 | $37k | 433 | 85.45 |
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