Trajan Wealth »

iShares Lehman 1-3 Year Treas.Bond shares owned by Trajan Wealth

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

Historical chart of Trajan Wealth 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 Trajan Wealth 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 Trajan Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $9.2M 113k 81.65

More positions owned by Trajan Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Inc Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Mastercard Incorporated Cl A (MA)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Apple (AAPL)
Amazon (AMZN)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spinnaker Etf Series Trajan Wealth (TWIO)
UnitedHealth (UNH)
Costco Wholesale Corporation (COST)
Booking Holdings (BKNG)
AmerisourceBergen (COR)

View all positions for Trajan Wealth

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

Morgan Stanley
BlackRock
Bank of America Corporation
Jpmorgan Chase & Co
Assetmark
Wells Fargo & Company
LPL Financial
UBS Group
Bank Of Montreal
Envestnet Asset Management
Captrust Financial Advisors
Bank of New York Mellon
PineBridge Investments
Branch Banking & Trust Company
Royal Bank of Canada

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