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iShares Lehman 1-3 Year Treas.Bond shares owned by Cogent Private Wealth

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

Historical chart of Cogent Private Wealth 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 Cogent Private Wealth 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 Cogent Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 13k 82.82

More positions owned by Cogent Private Wealth

American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Avantis Moderat (AVMA)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core 60/40 Balan (AOR)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
American Centy Etf Tr Avantis All Eqt (AVGE)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Global Cr Etf (DGCB)

View all positions for Cogent Private Wealth

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

BlackRock
Captrust Financial Advisors
Jpmorgan Chase & Co
LPL Financial
UBS Group
Bank of New York Mellon
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
Envestnet Asset Management
Royal Bank of Canada
PineBridge Investments
HPM Partners
Branch Banking & Trust Company
Assetmark

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