iShares Lehman 1-3 Year Treas.Bond shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in iShares Lehman 1-3 Year Treas.Bond
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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.7M | 33k | 82.82 |
| 2025-09-30 | $2.8M | 33k | 82.96 |
| 2025-06-30 | $3.0M | 36k | 82.86 |
| 2025-03-31 | $2.9M | 35k | 82.73 |
| 2024-12-31 | $3.2M | 39k | 81.98 |
| 2024-09-30 | $2.3M | 50k | 46.00 |
| 2024-06-30 | $3.9M | 48k | 81.65 |
| 2024-03-31 | $1.9M | 44k | 44.00 |
| 2023-12-31 | $17M | 212k | 82.12 |
| 2023-09-30 | $13M | 162k | 80.97 |
| 2023-06-30 | $17M | 203k | 81.08 |
| 2023-03-31 | $17M | 210k | 82.16 |
| 2022-12-31 | $22M | 273k | 81.17 |
| 2022-09-30 | $54M | 664k | 81.21 |
| 2022-06-30 | $107M | 1.3M | 82.79 |
| 2022-03-31 | $27M | 324k | 83.35 |
| 2021-12-31 | $24M | 280k | 85.54 |
| 2021-09-30 | $49k | 255k | 0.19 |
| 2021-06-30 | $103k | 536k | 0.19 |
| 2021-03-31 | $97k | 503k | 0.19 |
| 2020-12-31 | $61M | 706k | 86.38 |
| 2020-09-30 | $61M | 710k | 86.51 |
| 2020-06-30 | $57M | 653k | 86.61 |
| 2020-03-31 | $40M | 458k | 86.67 |
| 2019-12-31 | $16M | 191k | 84.63 |
| 2019-09-30 | $7.4M | 88k | 84.82 |
| 2019-06-30 | $24M | 278k | 84.78 |
| 2019-03-31 | $875k | 10k | 84.16 |
| 2018-12-31 | $521k | 6.2k | 83.56 |
| 2017-12-31 | $288k | 3.4k | 83.97 |
| 2017-09-30 | $365k | 4.3k | 84.45 |
| 2017-06-30 | $451k | 5.3k | 84.41 |
| 2017-03-31 | $314k | 3.7k | 84.64 |
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