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Biltmore Wealth Management »

iShares Lehman 1-3 Year Treas.Bond shares owned by Biltmore Wealth Management

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

Historical chart of Biltmore Wealth Management 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 Biltmore Wealth Management 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 Biltmore Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$628k	7.6k	82.96
2025-06-30	$946k	11k	82.86
2025-03-31	$939k	11k	82.73
2024-12-31	$931k	11k	81.98
2024-09-30	$946k	11k	83.15
2024-06-30	$1.1M	13k	81.65
2024-03-31	$1.3M	16k	82.04
2023-12-31	$1.3M	16k	82.04
2023-09-30	$1.9M	23k	80.97
2023-06-30	$9.9M	123k	81.08
2023-03-31	$9.9M	120k	82.16
2022-12-31	$22k	109k	0.20
2022-09-30	$8.6M	106k	81.21
2022-06-30	$7.9M	95k	82.79
2022-03-31	$7.9M	95k	83.35
2021-12-31	$7.2M	84k	85.55
2021-09-30	$5.7M	66k	86.15
2021-06-30	$16M	185k	86.16
2021-03-31	$16M	181k	86.25
2020-12-31	$13M	144k	86.38
2020-09-30	$13M	148k	86.61
2020-06-30	$13M	149k	86.67
2020-03-31	$13M	153k	84.63
2019-12-31	$13M	153k	84.63
2019-09-30	$13M	149k	84.82
2019-06-30	$13M	153k	84.78
2019-03-31	$13M	158k	84.12
2018-12-31	$11M	135k	83.62
2018-09-30	$11M	129k	83.09
2018-06-30	$10M	125k	83.37
2018-03-31	$11M	133k	83.56
2017-12-31	$10M	122k	83.85
2017-09-30	$11M	128k	84.45
2017-06-30	$11M	127k	84.49
2017-03-31	$5.6M	66k	84.52

More positions owned by Biltmore Wealth Management

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Pimco Etf Tr Shtrm Mun Bd Act (SMMU)

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Ishares Tr Cre U S Reit Etf (USRT)

Select Sector Spdr Tr Sbi Materials (XLB)

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Spdr Gold Tr Gold Shs (GLD)

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Spdr Series Trust Bloomberg 1-3 Mo (BIL)

NVIDIA Corporation (NVDA)

View all positions for Biltmore Wealth Management

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

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