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Waterloo Capital »

iShares Lehman 1-3 Year Treas.Bond shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$1.1M	13k	81.98
2024-06-30	$222k	2.7k	81.65
2024-03-31	$214k	2.6k	81.78
2023-09-30	$491k	6.1k	80.97
2020-03-31	$392k	4.5k	86.74

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)

Wal-Mart Stores (WMT)

Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)

Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)

Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)

Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)

Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)

Aptus Defined Risk Etf Aptus Defined (DRSK)

Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)

Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)

Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)

Microsoft Corporation (MSFT)

Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)

View all positions for Waterloo Capital

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

Bank of America Corporation

Jpmorgan Chase & Co

Captrust Financial Advisors

Wells Fargo & Company

Bank Of Montreal

Raymond James Financial

Envestnet Asset Management

Bank of New York Mellon

PineBridge Investments

Ameriprise Financial

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

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