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iShares Lehman 1-3 Year Treas.Bond shares owned by Williams Jones Wealth Management

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

Historical chart of Williams Jones Wealth 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 Williams Jones Wealth 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 Williams Jones Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 16k 83.15

More positions owned by Williams Jones Wealth Management

Apple CS (AAPL)
Costco Whsl Corp CS (COST)
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Visa Inc Com Cl A CS (V)
Nvidia Corp CS (NVDA)
Alphabet Inc Cap Stk Cl A CS (GOOGL)
Accenture Plc Ireland Shs Clas CS (ACN)
Amazon CS (AMZN)
Intuit CS (INTU)
Zoetis Inc Cl A CS (ZTS)
Ecolab CS (ECL)
Idexx Labs CS (IDXX)
Mettler Toledo International C CS (MTD)
Automatic Data Processing CS (ADP)
Tjx Cos CS (TJX)

View all positions for Williams Jones Wealth Management

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

BlackRock
Bank of America Corporation
Captrust Financial Advisors
Jpmorgan Chase & Co
LPL Financial
Mercer Global Advisors
Wells Fargo & Company
UBS Group
Bank Of Montreal
Envestnet Asset Management
Bank of New York Mellon
PineBridge Investments
Branch Banking & Trust Company
Royal Bank of Canada
Charles Schwab Investment Management

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