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iShares Lehman 1-3 Year Treas.Bond shares owned by Zhang Financial

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

Historical chart of Zhang Financial 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 Zhang Financial 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 Zhang Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $902k 11k 83.15
2024-06-30 $845k 10k 81.65
2024-03-31 $884k 11k 81.78
2023-12-31 $885k 11k 82.04
2023-09-30 $2.6M 33k 80.98
2023-06-30 $1.8M 23k 81.08
2023-03-31 $2.3M 27k 82.16
2022-12-31 $3.2M 39k 81.18
2022-09-30 $2.4M 30k 81.20
2022-06-30 $2.5M 31k 82.78
2022-03-31 $2.6M 31k 83.36
2021-12-31 $2.6M 30k 85.53
2021-09-30 $2.8M 32k 86.15
2021-06-30 $2.9M 34k 86.16
2021-03-31 $2.9M 33k 86.24
2020-12-31 $2.9M 34k 86.39
2020-09-30 $3.0M 35k 86.50
2020-06-30 $3.1M 35k 86.61
2020-03-31 $3.1M 35k 86.67
2019-12-31 $2.9M 34k 84.64
2019-09-30 $2.9M 34k 84.82
2019-06-30 $3.0M 36k 84.77
2019-03-31 $3.0M 36k 84.12
2018-12-31 $3.0M 36k 83.63
2018-09-30 $3.1M 37k 82.94
2018-06-30 $3.2M 39k 83.24
2018-03-31 $3.2M 39k 83.50
2017-12-31 $3.2M 39k 83.79
2017-09-30 $3.2M 39k 84.35
2017-06-30 $3.3M 39k 84.44
2017-03-31 $3.2M 39k 83.79
2016-12-31 $3.3M 39k 84.46
2016-09-30 $3.4M 40k 85.03
2016-06-30 $3.4M 40k 85.33
2016-03-31 $3.4M 40k 85.04
2015-12-31 $3.4M 40k 84.36
2015-09-30 $3.5M 41k 84.98
2015-06-30 $3.9M 46k 84.85
2015-03-31 $4.0M 47k 84.88
2014-12-31 $4.0M 47k 84.45
2014-09-30 $4.0M 47k 84.52
2014-06-30 $4.0M 47k 84.56
2014-03-31 $4.0M 47k 84.46
2013-12-31 $4.1M 48k 84.37
2013-09-30 $4.1M 48k 84.47
2013-06-30 $4.1M 49k 84.29
2013-03-31 $4.1M 48k 84.46
2012-12-31 $4.1M 48k 84.42
2012-09-30 $4.1M 49k 84.49
2012-06-30 $3.7M 44k 84.37
2012-03-31 $3.7M 44k 84.32

More positions owned by Zhang Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard S&p S&p 500 Etf Shs (VOO)
Dimensional Us Us Equity Etf (DFUS)
Dimensional Us Us Core Equity 2 (DFAC)
Ishares Core Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Small Sm Cp Val Etf (VBR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard High High Div Yld (VYM)
Vanguard Total Total Bnd Mrkt (BND)
Stryker Corporation (SYK)
Microsoft Corporation (MSFT)
Ishares Gold Ishares (IAU)

View all positions for Zhang Financial

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

Morgan Stanley
BlackRock
BlackRock
Bank of America Corporation
Captrust Financial Advisors
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Bank of New York Mellon
Branch Banking & Trust Company
Royal Bank of Canada
Charles Schwab Investment Management
Barclays
Raymond James & Associates

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