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iShares Lehman 1-3 Year Treas.Bond shares owned by Cascade Financial Partners

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

Historical chart of Cascade Financial 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 Cascade Financial Partners 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 Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.4M 101k 82.96
2025-06-30 $8.0M 96k 82.86
2025-03-31 $7.7M 93k 82.73
2024-12-31 $6.0M 73k 81.98
2024-09-30 $3.9M 48k 82.46
2024-06-30 $3.3M 41k 81.65

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Vanguard World Mega Grwth Ind (MGK)
Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)

View all positions for Cascade Financial 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