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iShares Lehman 1-3 Year Treas.Bond shares owned by Allium Financial Advisors

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

Historical chart of Allium Financial 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 Allium Financial Advisors 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 Allium Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $202k 2.4k 82.96
2025-06-30 $202k 2.4k 82.86
2025-03-31 $201k 2.4k 82.73

More positions owned by Allium Financial Advisors

Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Runway Growth Finance Corp (RWAY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Emg Mkt Etf (EEM)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Dynamic Income SHS (PDI)
Ishares Tr Rus Mid Cap Etf (IWR)
Amazon (AMZN)
Dimensional Etf Trust Us Equity Market (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Allium Financial 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