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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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All positions including iShares Lehman 1-3 Year Treas.Bond held by Windward Private 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 Windward Private Wealth Management

Quarter filed Position value Share count Share price at filing
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