Bouvel Investment Partners »

iShares Lehman 1-3 Year Treas.Bond shares owned by Bouvel Investment Partners

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Bouvel Investment Partners from 13F filings

Historical chart of Bouvel Investment Partners 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 Bouvel Investment Partners 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 Bouvel Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.1M 74k 82.96
2025-06-30 $2.1M 26k 82.86
2023-06-30 $5.9M 73k 81.08
2023-03-31 $11M 130k 82.16
2022-12-31 $12M 145k 81.17
2022-09-30 $12M 146k 81.21
2022-06-30 $7.4M 89k 82.79

More positions owned by Bouvel Investment Partners

Pimco Etf Tr Active Bd Etf (BOND)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Palantir Technologies Cl A (PLTR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ge Aerospace Com New (GE)
Meta Platforms Cl A (META)
Intuit (INTU)
Kkr & Co (KKR)
Intuitive Surgical Com New (ISRG)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Bouvel Investment Partners

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