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iShares Lehman 1-3 Year Treas.Bond shares owned by Aventura Private Wealth

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

Historical chart of Aventura Private Wealth 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 Aventura Private Wealth 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 Aventura Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $185k 2.2k 82.82
2025-09-30 $158k 1.9k 82.96
2025-06-30 $158k 1.9k 82.86
2025-03-31 $165k 2.0k 82.73
2024-12-31 $195k 2.4k 81.98

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View all positions for Aventura Private Wealth

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

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
Branch Banking & Trust Company
HPM Partners

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