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iShares Lehman 1-3 Year Treas.Bond shares owned by 1015 Capital Partners

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by 1015 Capital Partners from 13F filings

Historical chart of 1015 Capital Partners 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 1015 Capital Partners 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 1015 Capital Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.7M 33k 82.57
2025-12-31 $2.8M 33k 82.82

More positions owned by 1015 Capital Partners

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Total Stock Market Etf Etf (VTI)
Nvidia Corporation Stock (NVDA)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
State Street Spdr S&p 500 Etf Etf (SPY)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Msci Eafe Etf Etf (EFA)
Jpmorgan Municipal Etf Etf (JMUB)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Ishares Core Msci Eafe Etf Etf (IEFA)
State Street Spdr S&p Dividend Etf Etf (SDY)
Ishares Esg Msci Kld 400 Etf Etf (DSI)

View all positions for 1015 Capital Partners

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

Morgan Stanley
Captrust Financial Advisors
Bank of America Corporation
BlackRock
Ameriprise Financial
LPL Financial
Wells Fargo & Company
Bank of New York Mellon
UBS Group
Raymond James Financial
Bank Of Montreal
Envestnet Asset Management
Royal Bank of Canada
Assetmark
HPM Partners

View all funds holding iShares Lehman 1-3 Year Treas.Bond