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iShares Lehman 1-3 Year Treas.Bond shares owned by Geneos Wealth Management

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

Historical chart of Geneos Wealth Management 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 Geneos Wealth Management 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 Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.2M 51k 81.78
2023-12-31 $4.3M 52k 82.04
2023-09-30 $4.3M 54k 80.97
2023-06-30 $2.8M 34k 81.08
2023-03-31 $4.8M 58k 82.16
2022-12-31 $6.0M 75k 81.17
2022-09-30 $3.4M 42k 81.21
2022-06-30 $2.3M 28k 82.96
2022-03-31 $1.8M 21k 83.33
2021-12-31 $4.7M 55k 85.54
2021-09-30 $6.9M 80k 86.17
2021-06-30 $6.8M 79k 86.17
2021-03-31 $7.0M 81k 86.28
2020-12-31 $7.1M 83k 86.29
2020-09-30 $9.2M 106k 86.49
2020-06-30 $7.6M 88k 86.59
2020-03-31 $7.0M 80k 86.64
2019-12-31 $520k 6.1k 84.58
2019-09-30 $377k 4.4k 84.74
2019-06-30 $401k 4.7k 84.65
2019-03-31 $2.5M 30k 84.12
2018-12-31 $3.9M 46k 83.57
2018-09-30 $937k 11k 83.01
2018-06-30 $1.3M 15k 83.32
2018-03-31 $965k 12k 83.51
2017-12-31 $1.0M 12k 83.43
2017-09-30 $1.0M 12k 84.44
2017-06-30 $1.0M 12k 84.65
2017-03-31 $1.0M 12k 84.49
2016-12-31 $1.2M 14k 84.41
2016-09-30 $1.1M 13k 85.03
2016-06-30 $1.1M 13k 85.28
2016-03-31 $1.1M 13k 84.92

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

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