iShares Lehman 1-3 Year Treas.Bond shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors 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 Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $809k | 9.7k | 82.98 |
| 2025-06-30 | $4.4M | 53k | 82.87 |
| 2025-03-31 | $4.3M | 53k | 82.73 |
| 2024-12-31 | $4.6M | 56k | 81.98 |
| 2024-09-30 | $4.7M | 56k | 83.14 |
| 2023-12-31 | $4.9M | 59k | 82.04 |
| 2023-09-30 | $3.8M | 47k | 80.97 |
| 2023-06-30 | $558k | 6.9k | 81.13 |
| 2023-03-31 | $618M | 7.5k | 82157.29 |
| 2022-12-31 | $900M | 11k | 81172.62 |
| 2022-09-30 | $1.0M | 13k | 81.20 |
| 2022-06-30 | $770k | 9.3k | 82.80 |
| 2022-03-31 | $651k | 7.8k | 83.30 |
| 2021-12-31 | $577k | 6.7k | 85.54 |
| 2021-09-30 | $625k | 7.3k | 86.20 |
| 2021-03-31 | $768k | 8.9k | 86.22 |
| 2020-12-31 | $3.5M | 41k | 86.40 |
| 2020-09-30 | $5.7M | 66k | 86.46 |
| 2020-06-30 | $6.2M | 71k | 86.61 |
| 2019-09-30 | $2.1M | 25k | 84.84 |
| 2019-06-30 | $2.0M | 24k | 84.76 |
| 2019-03-31 | $2.0M | 24k | 84.13 |
| 2018-12-31 | $1.8M | 22k | 83.63 |
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