iShares Lehman 1-3 Year Treas.Bond shares owned by WMS Partners
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners 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 WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $243k | 3.0k | 82.04 |
| 2022-09-30 | $238k | 2.9k | 81.37 |
| 2022-06-30 | $253k | 3.1k | 82.79 |
| 2022-03-31 | $255k | 3.1k | 83.44 |
| 2021-12-31 | $261k | 3.1k | 85.41 |
| 2021-09-30 | $263k | 3.1k | 86.06 |
| 2021-06-30 | $243k | 2.8k | 85.99 |
| 2021-03-31 | $244k | 2.8k | 86.34 |
| 2020-12-31 | $219k | 2.5k | 86.36 |
| 2020-09-30 | $219k | 2.5k | 86.36 |
| 2020-06-30 | $220k | 2.5k | 86.75 |
| 2013-09-30 | $355k | 4.2k | 84.52 |
| 2013-06-30 | $370k | 4.4k | 84.19 |
| 2013-03-31 | $503k | 6.0k | 84.47 |
| 2012-12-31 | $565k | 6.7k | 84.45 |
| 2012-09-30 | $567k | 6.7k | 84.44 |
| 2012-06-30 | $278k | 3.3k | 84.50 |
| 2012-03-31 | $507k | 6.0k | 84.43 |
| 2011-12-31 | $417k | 4.9k | 84.41 |
| 2011-09-30 | $469k | 5.5k | 84.58 |
| 2011-06-30 | $507k | 6.0k | 84.43 |
| 2011-03-31 | $663k | 7.9k | 83.68 |
| 2010-12-31 | $604k | 7.2k | 83.83 |
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