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

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

Historical chart of Triad Financial Advisors 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 Triad Financial Advisors 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 Triad Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $237k 2.9k 80.97
2023-06-30 $235k 2.9k 81.08
2023-03-31 $237k 2.9k 82.16
2022-12-31 $220k 2.7k 81.17
2022-09-30 $308k 3.8k 81.12
2022-06-30 $317k 3.8k 82.70

More positions owned by Triad Financial Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Apple (AAPL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Triad Financial 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