WJ Wealth Management »

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

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

Historical chart of WJ Wealth 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 WJ Wealth 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 WJ Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.5M 104k 81.78
2023-12-31 $10M 126k 82.04
2023-09-30 $11M 135k 80.97
2023-06-30 $15M 179k 81.08
2023-03-31 $12M 145k 82.16
2022-12-31 $227k 2.8k 81.17

More positions owned by WJ Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr S&p 100 Etf (OEF)
NVIDIA Corporation (NVDA)
Ishares Tr Ibonds Dec2026 (IBDR)
Harbor Etf Trust Long Term Grower (WINN)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Us Vlu (IUSV)

View all positions for WJ Wealth 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
Cornell University
Barclays
Charles Schwab Investment Management
Royal Bank of Canada
Assetmark
Raymond James & Associates

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