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
Jpmorgan Chase & Co 26M $2.1B 65% Jun 2023
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Morgan Stanley 25M $2.0B 23% Jun 2023
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Bank of America Corporation 16M $1.3B -1% Jun 2023
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BlackRock 11M $915M 4% Jun 2023
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Balentine 9.1M $738M 1% Jun 2023
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UBS Group 7.4M $599M -7% Jun 2023
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LPL Financial 6.2M $501M -1% Jun 2023
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Bank Of Montreal 6.0M $488M 13% Jun 2023
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Envestnet Asset Management 5.7M $462M -20% Jun 2023
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Wells Fargo & Company 5.7M $458M -8% Jun 2023
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Branch Banking & Trust Company 5.5M $443M -6% Jun 2023
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Barclays 5.0M $409M 114% Jun 2023
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Bank of New York Mellon 4.8M $386M 2% Jun 2023
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Ameriprise Financial 4.7M $389M -16% Jun 2023
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Charles Schwab Investment Management 4.6M $372M 101% Jun 2023
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Royal Bank of Canada 4.0M $328M -18% Jun 2023
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PineBridge Investments 3.8M $307M -11% Jun 2023
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Captrust Financial Advisors 3.4M $279M -3% Jun 2023
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FMR 2.8M $225M 514% Jun 2023
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Raymond James Financial Services Advisors 2.7M $217M -12% Jun 2023
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Raymond James & Associates 2.2M $182M -13% Jun 2023
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Stifel Financial 2.1M $168M -20% Jun 2023
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Us Bancorp 2.0M $161M -31% Jun 2023
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Perella Weinberg Partners Capital Management 1.8M $150M -5% Jun 2023
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Advisor Group Holdings 1.8M $142M -25% Jun 2023
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Northwestern Mutual Wealth Management Company 1.7M $137M 3% Jun 2023
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Cambridge Investment Research Advisors 1.6M $133M 37% Jun 2023
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HighTower Advisors 1.5M $120M -7% Jun 2023
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MEMBERS Trust 1.3M $109M -10% Jun 2023
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Stephens 1.4M $110M -8% Jun 2023
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Matson Money 1.3M $109M 0% Jun 2023
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Commonwealth Equity Services 1.3M $105M 4% Jun 2023
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Amerivest Investment Management 1.2M $95M -5% Jun 2023
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Pnc Financial Services 1.1M $92M -2% Jun 2023
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Assetmark 1.1M $91M -84% Jun 2023
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Citigroup 1.1M $92M 43% Mar 2023
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Goldman Sachs Group 1.1M $87M -16% Jun 2023
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Wealthfront Advisers 1.0M $82M 5737% Jun 2023
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Mml Investors Services 978k $79M -10% Jun 2023
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GW & Wade 949k $77M 1% Jun 2023
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Partners Capital Investment Group 902k $73M 61% Jun 2023
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Smithfield Trust Company 851k $69M -1% Jun 2023
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Beacon Investment Advisory Services 847k $69M 1% Jun 2023
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TRUE Private Wealth Advisors 791k $64M -15% Jun 2023
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GM Advisory 752k $61M -2% Jun 2023
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Bleakley Financial Group 738k $60M 1% Jun 2023
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Sawtooth Asset Management 738k $60M 1% Jun 2023
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Evergreen Capital Management 679k $55M 1% Jun 2023
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Clarity Financial 664k $54M 3490% Jun 2023
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Pinnacle Financial Partners 640k $52M 14% Jun 2023
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Benjamin F. Edwards & Company 630k $51M 10% Jun 2023
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Hsbc Holdings 627k $51M -51% Jun 2023
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Financial Network Investment Corporation 626k $51M -5% Jun 2023
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HPM Partners 615k $50M 17% Jun 2023
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Curi Wealth Management 614k $50M 17% Jun 2023
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Pathstone Family Office 600k $49M -1% Jun 2023
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Connectus Wealth 597k $48M 34% Jun 2023
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Brookstone Capital Management 573k $46M -12% Jun 2023
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Element Pointe Advisors 572k $46M -2% Jun 2023
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Victory Capital Management 566k $46M 100% Jun 2023
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Alliancebernstein 565k $46M -79% Jun 2023
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SMI Advisory Services 561k $46M 0% Mar 2023
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Synovus Financial Corp. 544k $44M -4% Jun 2023
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Fiduciary 516k $42M 0% Jun 2023
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M^T Bank Corporation 507k $41M -1% Jun 2023
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Fifth Third Bancorp 504k $41M 1% Jun 2023
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United Capital Financial Advisers 497k $40M -18% Jun 2023
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Townsquare Capital 488k $40M 3389% Mar 2023
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Edge Wealth Management 465k $38M -23% Jun 2023
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Rockefeller Capital Management 440k $36M 12% Jun 2023
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Insight 2811 435k $35M -2% Jun 2023
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Wealthcare Advisory Partners 424k $34M 106% Jun 2023
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Banco Santander 419k $34M -19% Jun 2023
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Orion Portfolio Solutions 417k $34M 18% Jun 2023
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Private Advisor 406k $33M -18% Jun 2023
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Tiaa 397k $32M 16% Jun 2023
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International Assets Investment Management 396k $25M 100% Jun 2023
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Zacks Investment Management 393k $32M -1% Jun 2023
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Foundations Investment Advisors 389k $32M -29% Jun 2023
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Putnam Fl Investment Management 353k $29M 6% Jun 2023
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Invst 346k $28M 100% Jun 2023
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Cetera Investment Advisers 346k $28M -17% Jun 2023
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Integrated Wealth Concepts 337k $27M 125% Jun 2023
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Keybank National Association 336k $27M -6% Jun 2023
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Baird Financial 327k $27M -5% Jun 2023
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America First Investment Advisors 321k $26M 2% Jun 2023
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Confluence Investment Management 321k $26M 4% Jun 2023
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Pfs Investments 309k $25M 18% Jun 2023
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Jaffetilchin Investment Partners 306k $25M 18% Jun 2023
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Advisory Services Network 300k $24M -9% Jun 2023
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Buckingham Asset Management 298k $24M 2% Jun 2023
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Peapack Gladstone Financial Corp 295k $24M -2% Jun 2023
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Huntington National Bank 294k $24M 0% Jun 2023
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CWA Asset Management 272k $22M 17% Jun 2023
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Banco Bilbao Vizcaya Argentaria 270k $22M 0% Jun 2023
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Client First Capital 267k $22M 6% Jun 2023
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SCBT Financial Corporation 266k $22M -2% Jun 2023
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Willis Johnson & Associates 259k $21M 15% Jun 2023
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Cypress Capital 259k $21M -1% Jun 2023
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Brio Consultants 253k $21M 8% Jun 2023
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Allspring Global Investments Holdings 252k $20M 0% Jun 2023
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Parallax Volatility Advisers 250k $20M 100% Jun 2023
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Main Management 250k $20M -2% Jun 2023
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Hudson Valley Investment Advisors 243k $20M -5% Jun 2023
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Anchor Capital Advisors 243k $20M -27% Jun 2023
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Strategic Equity Management 237k $19M 1% Jun 2023
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Haverford Trust Company 235k $19M 331% Jun 2023
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Traverso Chambers Private Wealth Management 226k $18M 1% Jun 2023
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Proficio Capital Partners 226k $18M 6% Jun 2023
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Quent Capital 223k $18M 20% Jun 2023
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Mariner Wealth Advisors 223k $18M 0% Jun 2023
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Susquehanna International 223k $18M -29% Jun 2023
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Pacific Wealth Management 219k $18M -3% Jun 2023
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Mercer Global Advisors 216k $18M -66% Jun 2023
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Millennium Management 209k $17M 112% Jun 2023
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Atwood & Palmer 209k $17M 4% Jun 2023
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BCJ Capital Management 209k $17M -33% Jun 2023
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Robertson Stephens Wealth Management 209k $17M -2% Jun 2023
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Great Point Wealth Advisors 205k $17M 11% Jun 2023
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Americana Partners 205k $17M 248% Jun 2023
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AE Wealth Management 203k $17M -3% Jun 2023
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KFA Private Wealth Group 199k $16M 2% Jun 2023
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Sigma Planning 199k $16M -19% Jun 2023
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Creative Planning 199k $16M 4% Jun 2023
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Vigilare Wealth Management 196k $16M -40% Jun 2023
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Change Path 186k $15M -42% Jun 2023
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GeoWealth Management 191k $16M -8% Jun 2023
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Core Wealth Advisors 187k $15M 37% Jun 2023
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MBL Wealth 187k $15M 5% Jun 2023
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Klaas Financial Asset Advisors 184k $15M 2% Jun 2023
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Rehmann Capital Advisory 181k $15M 1122% Jun 2023
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WJ Wealth Management 179k $15M 24% Jun 2023
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James Investment Research 177k $14M -6% Jun 2023
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JFS Wealth Advisors 176k $14M 3% Jun 2023
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Financeware 175k $14M 3% Jun 2023
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Dubuque Bank & Trust 172k $14M -3% Jun 2023
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Executive Wealth Management 171k $14M -3% Jun 2023
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Atria Wealth Solutions 171k $14M 2% Jun 2023
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Dimension Capital Management Partners 169k $14M 52% Jun 2023
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Ballast 168k $14M 1% Jun 2023
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Leuthold Weeden Capital Management 168k $14M 16% Jun 2023
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Capital Investment Services of America 167k $14M -1% Jun 2023
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Mount Lucas Management Corporation 166k $14M -61% Jun 2023
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Perigon Wealth Management 164k $13M 36% Jun 2023
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Mirae Asset Global Investments 163k $13M 11% Jun 2023
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Atlas Financial Advisors 160k $13M 100% Jun 2023
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Private Management Group 159k $13M -11% Jun 2023
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Market Street Wealth Management Advisors 158k $13M 22% Jun 2023
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Lee Financial 158k $13M -47% Jun 2023
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Resources Investment Advisors 158k $13M -41% Jun 2023
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Greenup Street Wealth Management 150k $12M -8% Jun 2023
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Kestra Advisory Services 150k $12M -8% Jun 2023
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Dynamic Advisors Solutions 141k $11M -30% Jun 2023
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Goss Wealth Management 140k $11M -20% Jun 2023
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Janney Montgomery Scott 123k $10M -25% Jun 2023
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Retirement Capital Strategies 119k $9.6M -53% Jun 2023
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SG Americas Securities 108k $8.8M -65% Jun 2023
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Innova Wealth Partners 85k $6.9M -77% Jun 2023
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National Bank Of Canada /fi/ 76k $6.2M -95% Jun 2023
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Dfpg Investments 63k $5.1M -72% Jun 2023
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W. E. Donoghue & Co 58k $4.7M -67% Jun 2023
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Money Concepts Capital Corp 55k $4.4M -87% Jun 2023
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Intelligence Driven Advisers 48k $3.9M -93% Jun 2023
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Intl Fcstone 47k $3.8M -89% Jun 2023
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Credit Suisse 45k $3.6M -92% Jun 2023
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Huntington Asset Advisors 24k $1.9M -87% Jun 2023
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Babson Capital Management 8.9k $725k -96% Jun 2023
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Chas. P. Smith & Associates, PA, CPA's 5.0k $404k -99% Jun 2023
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Transamerica Financial Advisors 985.00 $80k -99% Jun 2023
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Family Management Corporation 856.00 $69k -100% Jun 2023
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Rain Capital Management 367.00 $30k -100% Jun 2023
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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
Juniper Hill Capital Management Mar 2023 927k $76M
Edgehill Endowment Partners Mar 2023 852k $70M
Hilton Capital Management Mar 2023 664k $54M
BTS Asset Management Mar 2023 544k $45M
Sanctuary Wealth Management Dec 2022 465k $38M
Strategic Investment Advisors / MI Mar 2023 442k $36M
Toronto-Dominion Bank Mar 2023 300k $25M
Bienville Capital Management Mar 2023 280k $23M
Beacon Harbor Wealth Advisors Mar 2023 208k $17M
Gareth Morgan Investments Limited Partnership Mar 2023 194k $16M