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iShares Lehman 1-3 Year Treas.Bond shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.9M 109k 81.78
2023-12-31 $11M 137k 82.04
2023-09-30 $44M 547k 80.97
2023-06-30 $64M 791k 81.08
2023-03-31 $77M 933k 82.16
2022-12-31 $129M 1.6M 81.17
2022-09-30 $156M 1.9M 81.21
2022-06-30 $82M 991k 82.79
2022-03-31 $65M 778k 83.03
2021-12-31 $805k 9.4k 85.47
2021-09-30 $914k 11k 86.08
2021-06-30 $914k 11k 86.08
2021-03-31 $944k 11k 86.24
2020-12-31 $1.3M 15k 86.32
2020-09-30 $2.0M 23k 86.50
2020-06-30 $44M 510k 86.61
2020-03-31 $45M 521k 86.67
2019-12-31 $91M 1.1M 84.63
2019-09-30 $93M 1.1M 84.82
2019-06-30 $93M 1.1M 84.78
2019-03-31 $109M 1.3M 84.12
2018-12-31 $95M 1.1M 83.62
2018-09-30 $858k 10k 83.09
2018-06-30 $864k 10k 83.33
2018-03-31 $1.1M 14k 83.54
2017-12-31 $1.7M 20k 83.83
2017-09-30 $3.9M 47k 84.45
2017-06-30 $4.2M 50k 84.47
2017-03-31 $1.8M 21k 84.39
2016-12-31 $1.8M 21k 84.45
2016-09-30 $3.4M 40k 84.86
2016-06-30 $2.5M 30k 85.30
2016-03-31 $23M 272k 85.03
2015-12-31 $19M 222k 84.36

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Pfd And Incm Sec (PFF)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Agency Bond Etf (AGZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)

View all positions for TRUE Private Wealth Advisors

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
Bank of New York Mellon
Branch Banking & Trust Company
Captrust Financial Advisors
Cornell University
Barclays
Charles Schwab Investment Management
Royal Bank of Canada
Assetmark
Raymond James & Associates

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