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iShares Lehman 1-3 Year Treas.Bond shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in iShares Lehman 1-3 Year Treas.Bond

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All positions including iShares Lehman 1-3 Year Treas.Bond held by United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $22M 264k 82.04
2023-09-30 $37M 451k 80.97
2023-06-30 $40M 497k 81.08
2023-03-31 $50M 606k 82.16
2022-12-31 $52M 642k 81.17
2022-09-30 $38M 468k 81.21
2022-06-30 $67M 808k 82.79
2022-03-31 $58M 698k 83.35
2021-12-31 $53M 618k 85.54
2021-09-30 $47M 542k 86.15
2021-06-30 $44M 505k 86.16
2021-03-31 $40M 468k 86.25
2020-12-31 $39M 456k 86.38
2020-09-30 $37M 428k 86.51
2020-06-30 $72M 835k 86.61
2020-03-31 $203M 2.3M 86.67
2019-12-31 $26M 303k 84.63
2019-09-30 $46M 537k 84.82
2019-06-30 $148M 1.7M 84.78
2019-03-31 $203M 2.4M 84.12
2018-12-31 $416M 5.0M 83.62
2018-09-30 $87M 1.0M 83.09
2018-06-30 $24M 292k 83.37
2018-03-31 $44M 522k 83.56
2017-12-31 $23M 270k 83.83
2017-09-30 $31M 361k 84.45
2017-06-30 $33M 394k 84.49
2017-03-31 $45M 530k 84.52
2016-12-31 $46M 543k 84.45
2016-09-30 $33M 383k 85.04
2016-06-30 $51M 601k 85.00
2016-03-31 $57M 673k 85.03
2015-12-31 $93M 1.1M 84.36
2015-09-30 $2.9M 34k 84.98
2015-06-30 $6.6M 78k 84.85
2015-03-31 $5.3M 63k 84.87
2014-12-31 $6.0M 71k 84.45
2014-09-30 $11M 134k 84.51
2014-06-30 $9.2M 109k 84.56
2014-03-31 $3.3M 39k 84.45
2013-12-31 $11M 133k 84.38
2013-09-30 $13M 149k 84.47
2013-06-30 $644k 7.6k 84.28
2013-03-31 $1.1M 13k 84.47
2012-12-31 $1.6M 19k 84.41
2012-09-30 $1.2M 14k 84.51
2012-06-30 $1.7M 20k 84.37

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

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