iShares Lehman 1-3 Year Treas.Bond shares owned by Windward Private Wealth Management
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Windward Private Wealth Management
from 13F filings
Historical chart of Windward Private Wealth Management 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 Windward Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $397k | 4.8k | 83.15 |
| 2024-06-30 | $477k | 5.8k | 81.65 |
| 2024-03-31 | $493k | 6.0k | 81.78 |
| 2023-12-31 | $535k | 6.5k | 82.04 |
| 2023-09-30 | $589k | 7.3k | 80.97 |
| 2023-06-30 | $582k | 7.2k | 81.08 |
| 2023-03-31 | $637k | 7.8k | 82.16 |
| 2022-12-31 | $682k | 8.4k | 81.17 |
| 2022-09-30 | $892k | 11k | 81.18 |
| 2022-06-30 | $707k | 8.5k | 82.85 |
| 2022-03-31 | $1.8M | 22k | 83.36 |
| 2021-12-31 | $1.9M | 22k | 85.52 |
| 2021-09-30 | $1.9M | 22k | 86.16 |
| 2021-06-30 | $1.9M | 22k | 86.17 |
| 2021-03-31 | $2.2M | 25k | 86.25 |
| 2020-12-31 | $2.4M | 28k | 86.36 |
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