WealthPlan Investment Management »

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

Tip: Access up to 7 years of quarterly data

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Nucor Corporation (NUE)
Msc Indl Direct Cl A (MSM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pepsi (PEP)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Casey's General Stores (CASY)
Gra (GGG)
Alphabet Cap Stk Cl C (GOOG)
Abbvie (ABBV)
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)
Chevron Corporation (CVX)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Abbott Laboratories (ABT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)

View all positions for WealthPlan Investment 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
Barclays
Charles Schwab Investment Management
Royal Bank of Canada
Assetmark
Raymond James & Associates
HPM Partners

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