iShares Lehman 1-3 Year Treas.Bond shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management 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 Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $77k | 942 | 82.01 |
| 2024-09-30 | $78k | 942 | 83.18 |
| 2024-06-30 | $77k | 942 | 81.68 |
| 2024-03-31 | $78k | 954 | 81.83 |
| 2023-12-31 | $120k | 1.5k | 82.04 |
| 2023-09-30 | $76k | 942 | 81.00 |
| 2023-06-30 | $76k | 934 | 81.12 |
| 2023-03-31 | $522k | 6.4k | 82.16 |
| 2022-12-31 | $1.5M | 18k | 81.17 |
| 2022-09-30 | $29M | 358k | 81.21 |
| 2022-06-30 | $36M | 438k | 82.79 |
| 2021-12-31 | $41M | 479k | 85.54 |
| 2021-09-30 | $4.5M | 52k | 86.14 |
| 2020-09-30 | $7.0M | 81k | 86.49 |
| 2020-06-30 | $21M | 242k | 86.61 |
| 2020-03-31 | $26M | 304k | 86.67 |
| 2019-12-31 | $8.0M | 94k | 84.63 |
| 2019-09-30 | $11M | 135k | 84.82 |
| 2019-06-30 | $11M | 126k | 84.78 |
| 2019-03-31 | $14M | 162k | 83.87 |
| 2018-12-31 | $25M | 297k | 83.80 |
| 2018-09-30 | $5.8M | 70k | 82.93 |
| 2018-06-30 | $4.8M | 58k | 83.18 |
| 2018-03-31 | $6.1M | 73k | 83.56 |
| 2017-12-31 | $2.9M | 35k | 83.85 |
| 2017-09-30 | $2.8M | 33k | 84.43 |
| 2017-06-30 | $2.8M | 33k | 84.48 |
| 2017-03-31 | $2.4M | 29k | 84.72 |
| 2016-12-31 | $1.3M | 15k | 84.46 |
| 2016-09-30 | $257k | 3.0k | 85.10 |
| 2016-06-30 | $258k | 3.0k | 85.43 |
| 2016-03-31 | $443k | 5.2k | 84.98 |
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