Cadence Wealth Management »

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

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

Historical chart of Cadence 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 Cadence Wealth Management 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 Cadence Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 67k 82.96

More positions owned by Cadence Wealth Management

Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Silver Tr Ishares (SLV)
Spdr Series Trust S&p Oilgas Exp (XOP)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Gold Tr Gold Shs (GLD)
Sprott Asset Management Physical Gold An (CEF)
Select Sector Spdr Tr Energy (XLE)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard World Extended Dur (EDV)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Meta Platforms Cl A (META)

View all positions for Cadence 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