iShares Lehman 1-3 Year Treas.Bond shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in iShares Lehman 1-3 Year Treas.Bond
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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 36k | 82.96 |
| 2025-06-30 | $2.8M | 34k | 82.86 |
| 2025-03-31 | $2.8M | 34k | 82.73 |
| 2024-12-31 | $2.7M | 33k | 81.98 |
| 2024-09-30 | $2.4M | 29k | 83.15 |
| 2024-06-30 | $2.2M | 28k | 81.65 |
| 2024-03-31 | $2.1M | 26k | 81.78 |
| 2023-09-30 | $2.6M | 32k | 80.97 |
| 2023-06-30 | $2.4M | 30k | 81.08 |
| 2023-03-31 | $2.4M | 30k | 82.16 |
| 2022-12-31 | $1.9M | 23k | 81.17 |
| 2022-09-30 | $2.0M | 24k | 81.22 |
| 2022-06-30 | $1.7M | 20k | 82.78 |
| 2022-03-31 | $1.5M | 18k | 83.35 |
| 2021-12-31 | $2.2M | 26k | 85.54 |
| 2021-09-30 | $2.3M | 27k | 86.15 |
| 2021-06-30 | $2.4M | 28k | 86.27 |
| 2021-03-31 | $3.1M | 36k | 86.26 |
| 2020-12-31 | $3.5M | 41k | 86.39 |
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