iShares Lehman 1-3 Year Treas.Bond shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment 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 WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by WealthPlan Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $410k | 4.9k | 83.15 |
2024-06-30 | $403k | 4.9k | 81.65 |
2024-03-31 | $403k | 4.9k | 81.78 |
2023-12-31 | $405k | 4.9k | 82.04 |
2023-09-30 | $399k | 4.9k | 80.97 |
2023-03-31 | $405k | 4.9k | 82.16 |
2022-12-31 | $451k | 5.5k | 81.26 |
2022-09-30 | $447k | 5.5k | 81.42 |
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