Crestwood Advisors »

iShares Lehman 1-3 Year Treas.Bond shares owned by Crestwood Advisors

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

Historical chart of Crestwood Advisors 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 Crestwood Advisors 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 Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 24k 81.78
2023-12-31 $2.1M 26k 82.04
2023-09-30 $2.4M 30k 80.97
2023-06-30 $380k 4.7k 81.08
2023-03-31 $826k 10k 82.16
2022-12-31 $920k 11k 81.17
2022-09-30 $4.0M 50k 81.20
2022-06-30 $3.8M 46k 82.79
2022-03-31 $2.7M 32k 83.35
2021-12-31 $2.7M 31k 85.53
2021-09-30 $2.9M 34k 86.16
2021-06-30 $759k 8.8k 86.15
2021-03-31 $550k 6.4k 86.18
2020-12-31 $1.0M 12k 86.36
2020-09-30 $1.0M 12k 86.50
2020-06-30 $964k 11k 86.59
2020-03-31 $918k 11k 86.66
2019-12-31 $765k 9.0k 84.58
2019-09-30 $681k 8.0k 84.82
2019-06-30 $653k 7.7k 84.85
2019-03-31 $692k 8.2k 84.06
2018-12-31 $748k 8.9k 83.61
2018-09-30 $523k 6.3k 83.13
2018-06-30 $553k 6.6k 83.26
2018-03-31 $461k 5.5k 83.51
2017-12-31 $365k 4.4k 83.75
2017-09-30 $359k 4.3k 84.39
2017-06-30 $331k 3.9k 84.57
2017-03-31 $427k 5.1k 84.52
2016-03-31 $447k 5.3k 85.01
2015-03-31 $248k 2.9k 84.90
2012-06-30 $266k 3.2k 84.44
2012-03-31 $266k 3.2k 84.44
2011-12-31 $308k 3.7k 84.38

More positions owned by Crestwood Advisors

Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Fiserv Stock (FI)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Home Depot Stock (HD)
Visa Inc Com Cl A Stock (V)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Costco Whsl Corp Stock (COST)
Danaher Corporation Stock (DHR)
Applied Matls Stock (AMAT)
Tjx Cos Stock (TJX)
Blackstone Stock (BX)
Salesforce Stock (CRM)

View all positions for Crestwood Advisors

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