iShares Lehman 1-3 Year Treas.Bond shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning 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 Falcon Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Falcon Wealth Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $553k | 6.8k | 81.78 |
2023-12-31 | $684k | 8.3k | 82.04 |
2023-09-30 | $768k | 9.5k | 80.97 |
2023-06-30 | $1.0M | 13k | 81.08 |
2023-03-31 | $1.2M | 15k | 82.16 |
2022-12-31 | $1.4M | 17k | 81.17 |
2022-09-30 | $1.4M | 17k | 81.23 |
2022-06-30 | $1.9M | 23k | 82.80 |
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