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Waterloo Capital »

iShares Lehman 1-3 Year Treas.Bond shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$214k	2.6k	81.78
2023-09-30	$491k	6.1k	80.97
2020-03-31	$392k	4.5k	86.74

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Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)

Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)

Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)

Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

Vanguard Short-term Bond Etf Short Trm Bond (BSV)

Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)

Aptus Defined Risk Etf Aptus Defined (DRSK)

Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)

Microsoft Corporation (MSFT)

Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)

Spdr Portfolio Intermediate Term Treasury Etf Portfli Intrmdit (SPTI)

Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)

Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)

View all positions for Waterloo Capital

Top funds holding iShares Lehman 1-3 Year Treas.Bond

Bank of America Corporation

Jpmorgan Chase & Co

Wells Fargo & Company

Bank Of Montreal

Envestnet Asset Management

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

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