Berger Financial Group »

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

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

Historical chart of Berger Financial Group 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 Berger Financial Group 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 Berger Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $562k 6.9k 81.78
2023-12-31 $570k 7.0k 82.04
2023-09-30 $562k 6.9k 80.97
2023-06-30 $477k 5.9k 81.08

More positions owned by Berger Financial Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pgim Etf Tr Jennison Foc Gwt (PJFG)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded Ny Arca Biotech (FBT)
Ishares Tr Core Us Aggbd Et (AGG)
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
C H Robinson Worldwide Com New (CHRW)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)

View all positions for Berger Financial Group

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

Morgan Stanley
BlackRock
Bank of America Corporation
Jpmorgan Chase & Co
Assetmark
Wells Fargo & Company
Balentine
UBS Group
Bank Of Montreal
Envestnet Asset Management
LPL Financial
Captrust Financial Advisors
Branch Banking & Trust Company
Bank of New York Mellon
Royal Bank of Canada

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