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iShares Lehman 1-3 Year Treas.Bond shares owned by TFC Financial Management

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

Historical chart of TFC Financial 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 TFC Financial 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 TFC Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $68M 822k 83.15
2024-06-30 $8.7M 106k 81.65
2024-03-31 $7.5M 91k 81.78
2023-12-31 $5.7M 70k 82.04
2023-09-30 $97k 1.2k 80.97
2023-06-30 $114k 1.4k 81.08

More positions owned by TFC Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Dimensional Etf Trust Us Mktwide Value (DFUV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Johnson & Johnson (JNJ)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)
Merck & Co (MRK)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for TFC Financial Management

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

Morgan Stanley
BlackRock
BlackRock
Bank of America Corporation
Captrust Financial Advisors
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Bank of New York Mellon
Branch Banking & Trust Company
Royal Bank of Canada
Charles Schwab Investment Management
Barclays
Raymond James & Associates

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