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

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

Historical chart of Visionary 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 Visionary 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 Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 19k 83.15
2024-06-30 $1.4M 17k 81.65
2024-03-31 $2.3M 28k 81.78
2023-06-30 $1.8M 22k 81.08
2023-03-31 $11M 131k 82.16
2022-12-31 $20M 241k 81.17
2022-03-31 $1.2M 15k 83.35

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American Centy Etf Tr Us Large Cap Vlu (AVLV)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
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Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Visionary Wealth Advisors

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

Morgan Stanley
BlackRock
BlackRock
Bank of America Corporation
Captrust Financial Advisors
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Bank of New York Mellon
Branch Banking & Trust Company
Royal Bank of Canada
Charles Schwab Investment Management
Barclays
Raymond James & Associates

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