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iShares Lehman 1-3 Year Treas.Bond shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset 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 Warren Averett Asset Management 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 148k 82.04
2023-09-30 $3.1M 39k 80.97
2023-06-30 $3.4M 42k 81.08
2021-09-30 $217k 2.5k 85.80
2021-06-30 $218k 2.5k 86.20
2021-03-31 $218k 2.5k 86.20
2020-12-31 $218k 2.5k 86.17
2020-09-30 $219k 2.5k 86.56
2020-06-30 $219k 2.5k 86.60
2020-03-31 $219k 2.5k 86.60

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)

View all positions for Warren Averett Asset Management

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
Branch Banking & Trust Company
Bank of New York Mellon
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