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

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

Historical chart of Centric Wealth Management investment in iShares Lehman 1-3 Year Treas.Bond

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All positions including iShares Lehman 1-3 Year Treas.Bond held by Centric 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 Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $213k 2.6k 82.15
2022-06-30 $254k 3.1k 82.68

More positions owned by Centric Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
United Parcel Svcs CL B (UPS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Hartford Fds Exchange Traded Strategic Income (HFSI)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
NVIDIA Corporation (NVDA)
Ishares Tr Ibonds Dec 2030 (IBDV)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
UnitedHealth (UNH)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Centric Wealth Management

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

Morgan Stanley
Captrust Financial Advisors
Bank of America Corporation
BlackRock
Ameriprise Financial
LPL Financial
Wells Fargo & Company
Bank of New York Mellon
UBS Group
Raymond James Financial
Bank Of Montreal
Envestnet Asset Management
Royal Bank of Canada
Assetmark
HPM Partners

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