AGH Wealth Advisors »

iShares Lehman 1-3 Year Treas.Bond shares owned by AGH Wealth Advisors

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

Historical chart of AGH Wealth Advisors investment in iShares Lehman 1-3 Year Treas.Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman 1-3 Year Treas.Bond held by AGH Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by AGH Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 23k 82.99

More positions owned by AGH Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Amazon (AMZN)
Broadcom (AVGO)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for AGH Wealth Advisors

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

Morgan Stanley
BlackRock
Captrust Financial Advisors
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
UBS Group
Wells Fargo & Company
Mizuho Markets Americas
Ameriprise Financial
Raymond James Financial
Envestnet Asset Management
Royal Bank of Canada
PineBridge Investments
Bank Of Montreal

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