Who owns iShares Lehman 1-3 Year Treas.Bond?

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Analyze quarterly positions in iShares Lehman 1-3 Year Treas.Bond with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares Lehman 1-3 Year Treas.Bond stock

Who bought or sold iShares Lehman 1-3 Year Treas.Bond this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 23M $1.9B -15% Mar 2026
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Captrust Financial Advisors 18M $1.5B 6% Dec 2025
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Bank of America Corporation 16M $1.3B 100% Mar 2026
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BlackRock 12M $965M -14% Mar 2026
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Ameriprise Financial 6.4M $529M 34% Mar 2026
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LPL Financial 5.9M $485M -7% Mar 2026
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Wells Fargo & Company 5.7M $472M 10% Mar 2026
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Bank of New York Mellon 5.7M $472M 3% Mar 2026
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UBS Group 4.8M $398M -15% Mar 2026
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Raymond James Financial 4.3M $353M -1% Dec 2025
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Bank Of Montreal 3.7M $303M 100% Mar 2026
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Envestnet Asset Management 3.6M $296M 3% Mar 2026
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Royal Bank of Canada 3.5M $290M -6% Mar 2026
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Assetmark 3.2M $262M 46% Mar 2026
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HPM Partners 2.5M $207M -6% Mar 2026
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Pnc Financial Services 2.4M $201M 18% Mar 2026
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Branch Banking & Trust Company 2.3M $190M 0% Mar 2026
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Criteria Caixa, S.a.u. 2.0M $12M 0% Mar 2026
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Barclays 2.0M $163M 31% Dec 2025
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Stifel Financial 1.5M $124M 9% Mar 2026
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Northwestern Mutual Wealth Management Company 1.5M $122M 15% Mar 2026
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Colony 1.3M $109M 4% Dec 2025
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Charles Schwab Investment Management 1.2M $102M -3% Dec 2025
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Smithfield Trust Company 1.1M $92M 0% Mar 2026
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Manufacturers Life Insurance Company 1.1M $90M -51% Mar 2026
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Steward Partners Investment Advisory 1.1M $89M -27% Mar 2026
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McElhenny Sheffield Capital Management 1.1M $88M 100% Mar 2026
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Wealthfront Advisers 1.0M $84M 36% Mar 2026
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GenWealth Group 996k $82M 100% Mar 2026
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TFC Financial Management 991k $82M 6% Mar 2026
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Americana Partners 955k $79M 11165% Mar 2026
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Tanglewood Wealth Management 932k $77M 12543% Mar 2026
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Lido Advisors 930k $77M 7% Mar 2026
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Transmarket Holdings 925k $76M 89% Mar 2026
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FMR 909k $75M -35% Dec 2025
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AIA Group 890k $74M 19% Mar 2026
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Bleakley Financial Group 883k $73M -1% Mar 2026
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Goldman Sachs Group 882k $73M -21% Mar 2026
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CWA Asset Management 878k $73M 2% Mar 2026
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Citigroup 835k $69M 100% Mar 2026
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Td Private Client Wealth 831k $69M -9% Mar 2026
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Advisor Group Holdings 826k $68M -13% Dec 2025
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Beacon Investment Advisory Services 782k $65M 5% Mar 2026
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Us Bancorp 780k $65M -5% Dec 2025
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Quent Capital 772k $64M 20% Mar 2026
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GM Advisory 757k $63M 2% Mar 2026
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HighTower Advisors 749k $62M -15% Mar 2026
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Evergreen Capital Management 736k $61M -1% Dec 2025
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Atwood & Palmer 717k $59M 3% Mar 2026
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Amundi 670k $55M 0% Mar 2026
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Mizuho Markets Cayman 650k $54M -56% Mar 2026
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Fifth Third Bancorp 645k $53M 121% Mar 2026
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Mesirow Financial Investment Management International Equity 642k $53M 260% Mar 2026
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Pinnacle Financial Partners 619k $51M 100% Dec 2025
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Cetera Investment Advisers 614k $51M 6% Mar 2026
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Scopus Asset Management 606k $50M 0% Mar 2026
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Fisher Investments 605k $50M 7% Mar 2026
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Mml Investors Services 588k $49M -22% Mar 2026
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Guggenheim Capital, LLC Managers 573k $47M -4% Mar 2026
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America First Investment Advisors 537k $44M 6% Mar 2026
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Silicon Valley Capital Partners 512k $42M -4% Mar 2026
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Stephens 504k $42M 4% Mar 2026
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Private Advisor 449k $37M 24% Mar 2026
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RMB Capital Management 437k $36M 1% Mar 2026
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Modern Wealth Management 434k $36M 4% Dec 2025
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M^T Bank Corporation 426k $35M 15% Mar 2026
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Rockefeller Capital Management 423k $35M 5% Mar 2026
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Allspring Global Investments Holdings 421k $35M -6% Mar 2026
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Oakmont Partners 420k $35M 6% Mar 2026
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Farther Finance Advisors 416k $34M 30% Mar 2026
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Advisors Preferred 411k $34M 100% Mar 2026
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Keybank National Association 410k $34M 13% Mar 2026
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CX Institutional 409k $34M 2% Mar 2026
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Zacks Investment Management 399k $33M 10% Mar 2026
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Anchor Capital Advisors 399k $33M 59% Mar 2026
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Edge Wealth Management 391k $32M 2% Mar 2026
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SCBT Financial Corporation 388k $32M -4% Mar 2026
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Proficio Capital Partners 387k $32M -36% Mar 2026
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Eagle Global Advisors 378k $31M 770% Dec 2025
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Allianz Se 365k $30M 4% Mar 2026
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Brian McDonald 363k $30M -13% Dec 2025
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CI Private Wealth 356k $29M -1% Mar 2026
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Mariner Wealth Advisors 353k $29M 12% Mar 2026
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Victory Capital Management 340k $28M -34% Dec 2025
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Advisory Services Network 339k $28M 7% Dec 2025
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Fiduciary 338k $28M -2% Mar 2026
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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY 335k $28M 2884% Mar 2026
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Banco Bilbao Vizcaya Argentaria 332k $27M 786% Mar 2026
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Santa Clara Valley Transportation Authority 330k $27M 0% Mar 2026
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Element Pointe Advisors 327k $27M -3% Mar 2026
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Financial Consulate 323k $27M 100% Mar 2026
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Strategic Investment Advisors / MI 322k $27M 82% Mar 2026
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O'shaughnessy Asset Management 319k $26M 5% Mar 2026
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Innova Wealth Partners 318k $26M 135% Mar 2026
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Ashton Thomas Private Wealth 312k $26M 21% Mar 2026
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Commonwealth Equity Services 310k $26M 7% Mar 2026
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Heritage Oak Wealth Advisors 309k $26M 100% Mar 2026
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DRW Holdings 305k $25M 204% Mar 2026
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Sigma Planning 303k $25M 3% Mar 2026
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Cambridge Investment Research Advisors 301k $25M -1% Mar 2026
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Alliancebernstein 300k $25M -26% Mar 2026
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Scotia Capital 299k $25M 0% Mar 2026
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Goss Wealth Management 297k $25M 99% Mar 2026
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Birchcreek Wealth Management 292k $24M 3% Mar 2026
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Moment Partners 288k $24M 100% Mar 2026
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Watch Point Trust 282k $23M 4% Mar 2026
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Resources Investment Advisors 282k $23M -5% Mar 2026
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Johnson Investment Counsel 280k $23M 100% Mar 2026
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Kestra Advisory Services 278k $23M 26% Mar 2026
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Baird Financial 273k $23M -2% Dec 2025
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Kingsview Wealth Management 271k $22M 151% Mar 2026
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Clarity Financial 262k $22M 4% Mar 2026
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Mader & Shannon Wealth Management 252k $21M -25% Mar 2026
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Huntington National Bank 249k $21M -7% Dec 2025
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Hsbc Holdings 247k $20M 1% Mar 2026
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ARGI Investment Services 244k $20M 224% Mar 2026
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Dynamic Advisors Solutions 244k $20M -7% Mar 2026
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Kovitz Investment Group Partners 243k $20M -1% Mar 2026
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Procyon Private Wealth Partners 241k $20M -12% Mar 2026
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CVS HEALTH Corp 233k $19M 100% Mar 2026
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Peapack Gladstone Financial Corp 230k $19M -2% Mar 2026
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Concurrent Investment Advisors 228k $19M -12% Mar 2026
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Ballast 221k $18M 3% Mar 2026
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Virtue Capital Management 214k $18M 1550% Mar 2026
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NFP Retirement 212k $18M 12% Mar 2026
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Insight 2811 211k $17M 1% Mar 2026
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Cabot Money Management 210k $17M 4% Mar 2026
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MBL Wealth 207k $17M 7% Mar 2026
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Jane Street 206k $17M -68% Mar 2026
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Portfolio Design Labs 206k $17M 40% Mar 2026
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Jones Financial Companies, L.L 205k $17M 11% Dec 2025
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Global Trust Asset Management 203k $17M 10% Mar 2026
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Acorns Advisers 201k $17M 5% Dec 2025
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United Capital Financial Advisers 200k $17M -22% Mar 2026
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A. Montag and Associates 200k $17M 11% Mar 2026
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CLS Investments 200k $17M -8% Mar 2026
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Bartlett & Co. Wealth Management 194k $16M -15% Mar 2026
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DT Investment Partners 191k $16M 21% Dec 2025
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Meeder Asset Management 185k $15M 0% Mar 2026
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Ascent Group 183k $15M -1% Dec 2025
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Hughes Financial Services 180k $15M 3% Mar 2026
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Clear Wave Wealth Management 179k $15M 100% Mar 2026
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StrongBox Wealth 178k $15M 8% Mar 2026
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Elevate Capital Advisors 177k $15M 184% Mar 2026
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Camden National Bank 174k $14M 11% Mar 2026
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Ifrah Financial Services 173k $14M 13% Mar 2026
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Pallas Capital Advisors 172k $14M 100% Mar 2026
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Salomon & Ludwin 171k $14M 12% Mar 2026
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Money Concepts Capital Corp 168k $14M 214% Mar 2026
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Foundations Investment Advisors 163k $13M 11% Mar 2026
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Mercer Global Advisors 162k $13M -12% Mar 2026
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Tower Research Capital 157k $13M -72% Dec 2025
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Traphagen Investment Advisors 153k $13M -7% Mar 2026
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Cambient Family Office 150k $12M -11% Mar 2026
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MAI Wealth Advisors 125k $10M -36% Mar 2026
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Aptus Capital Advisors 105k $8.7M -47% Mar 2026
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Jaffetilchin Investment Partners 90k $7.4M -73% Mar 2026
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Lake Hills Wealth Management 81k $6.7M -65% Mar 2026
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Oppenheimer & Co 72k $6.0M -65% Mar 2026
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Citadel Advisors 59k $4.9M -72% Mar 2026
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Mizuho Markets Americas 26k $2.1M -98% Mar 2026
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Klaas Financial Asset Advisors 20k $1.7M -92% Mar 2026
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Who sold out of iShares Lehman 1-3 Year Treas.Bond?

Fund or Company Name Date Sold Shares Held Valued At
Jpmorgan Chase & Co Sep 2025 10M $841M
Wealth Enhancement Advisory Services Dec 2025 568k $47M
Nuveen Dec 2025 356k $29M