iShares Lehman 1-3 Year Treas.Bond shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth 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 TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.3M | 16k | 82.04 |
| 2023-09-30 | $1.3M | 16k | 80.97 |
| 2023-06-30 | $1.3M | 16k | 81.08 |
| 2023-03-31 | $1.5M | 18k | 82.16 |
| 2022-12-31 | $1.5M | 18k | 81.17 |
| 2022-09-30 | $3.0M | 37k | 81.21 |
| 2022-06-30 | $3.2M | 39k | 82.79 |
| 2022-03-31 | $3.2M | 39k | 83.36 |
| 2021-12-31 | $3.4M | 39k | 85.54 |
| 2021-09-30 | $3.4M | 40k | 86.15 |
| 2021-06-30 | $3.5M | 40k | 86.17 |
| 2021-03-31 | $4.0M | 46k | 86.24 |
| 2020-12-31 | $4.3M | 50k | 86.37 |
| 2020-09-30 | $8.5M | 98k | 86.51 |
| 2020-06-30 | $4.3M | 49k | 86.61 |
| 2020-03-31 | $1.6M | 19k | 86.69 |
| 2018-12-31 | $460k | 5.5k | 83.64 |
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