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iShares Lehman 1-3 Year Treas.Bond shares owned by Legacy Private Trust

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

Historical chart of Legacy Private Trust 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 Legacy Private Trust 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 Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $415k 5.1k 81.78
2023-12-31 $773k 9.4k 82.04
2023-09-30 $1.1M 14k 80.97
2023-06-30 $1.3M 16k 81.08
2023-03-31 $1.8M 22k 82.16
2022-12-31 $2.3M 29k 81.16
2022-09-30 $3.3M 41k 81.21
2022-06-30 $3.5M 43k 82.79
2022-03-31 $6.7M 80k 83.34
2021-12-31 $6.6M 77k 85.54
2021-09-30 $7.4M 86k 86.15
2021-06-30 $7.6M 88k 86.16
2021-03-31 $2.6M 31k 86.23
2020-12-31 $2.6M 30k 86.37
2020-09-30 $3.1M 36k 86.51
2020-06-30 $4.0M 46k 86.61
2020-03-31 $2.4M 28k 86.67
2019-12-31 $3.3M 39k 84.62
2019-09-30 $3.8M 45k 84.82
2019-06-30 $4.4M 52k 84.78
2019-03-31 $5.8M 69k 84.13
2018-12-31 $12M 145k 83.62
2018-09-30 $8.0M 97k 83.09
2018-06-30 $11M 126k 83.37
2018-03-31 $1.4M 17k 83.53
2017-12-31 $1.9M 22k 83.87
2017-09-30 $5.7M 68k 84.45
2017-06-30 $3.3M 39k 84.49
2017-03-31 $11M 127k 84.52
2016-12-31 $6.4M 76k 84.44
2016-09-30 $2.2M 26k 85.05
2016-06-30 $720k 8.4k 85.33
2016-03-31 $1.7M 20k 85.01
2015-12-31 $738k 8.7k 84.39
2015-09-30 $2.4M 28k 84.99
2015-06-30 $279k 3.3k 84.80
2014-12-31 $604k 7.2k 84.45
2014-03-31 $982k 12k 84.44
2013-12-31 $6.3M 75k 84.38
2013-09-30 $4.6M 55k 84.47

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Balanced Index Fd I Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
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NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Legacy Private Trust

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