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

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

Historical chart of Colony Group 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 Colony Group 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 Colony Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.1M 63k 80.96
2023-06-30 $4.5M 56k 81.08
2023-03-31 $6.8M 82k 82.16
2022-12-31 $6.6M 81k 81.17
2022-09-30 $9.6M 119k 81.21
2022-06-30 $7.1M 86k 82.79
2022-03-31 $11M 132k 83.35
2021-12-31 $9.9M 116k 85.54
2021-09-30 $4.7M 55k 86.16
2021-06-30 $3.5M 41k 86.16
2021-03-31 $5.4M 63k 86.25
2020-12-31 $35M 400k 86.38
2020-09-30 $38M 441k 86.51
2020-06-30 $63M 722k 86.61
2020-03-31 $1.3M 15k 86.70
2019-12-31 $1.3M 15k 84.65
2019-09-30 $1.3M 15k 84.85
2019-06-30 $1.4M 17k 84.79
2019-03-31 $1.7M 20k 84.13
2018-12-31 $520k 6.2k 83.67
2018-09-30 $519k 6.2k 83.11
2018-06-30 $1.1M 14k 83.34
2018-03-31 $252k 3.0k 83.67
2017-12-31 $253k 3.0k 84.00
2017-09-30 $249k 3.0k 84.35
2015-12-31 $2.2M 27k 84.35
2015-09-30 $2.5M 29k 85.00
2015-06-30 $150k 1.8k 84.79
2015-03-31 $150k 1.8k 84.79
2014-09-30 $594k 7.0k 84.64
2014-06-30 $95k 1.1k 84.82
2014-03-31 $394k 4.7k 84.37
2013-12-31 $457k 5.4k 84.32

More positions owned by Colony Group

Ishares Trust Core Msci Total Intl Stk E Etf (IXUS)
Vanguard S&p 500 Etf Etf (VOO)
Berkshire Hathaway Inc Class A Class A (BRK.A)
Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Spdr Ser Tr Msci Usa Strtgic Etf (QUS)
Vanguard Dividend Appreciation Etf (VIG)
Ishares Russell 1000 Etf Etf (IWB)
Vanguard Total Stock Market Etf (VTI)
Alphabet Inc Class A Class A (GOOGL)
Jpmorgan Chase & Co Common (JPM)
Pepsico Common (PEP)
BERKSHIRE HATHAWAY INC - Class B Class B (BRK.B)
Vanguard Large-cap Index Fund Etf (VV)
Vanguard Extended Market Etf S &p Compl Etf (VXF)

View all positions for Colony 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