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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
2024-03-31 $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)
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 Tr Short Treas Bd (SHV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Intrm Gov Cr Etf (GVI)
Apple (AAPL)
Johnson & Johnson (JNJ)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Merck & Co (MRK)
Exxon Mobil Corporation (XOM)

View all positions for TFC Financial Management

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
Barclays
Charles Schwab Investment Management
Royal Bank of Canada
Assetmark
Raymond James & Associates
HPM Partners

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