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iShares Lehman 1-3 Year Treas.Bond shares owned by Core Wealth Partners

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

Historical chart of Core Wealth 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 Core Wealth 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 Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $206k 2.5k 82.94
2025-06-30 $249k 3.0k 82.87
2023-06-30 $208k 2.6k 81.08

More positions owned by Core Wealth Partners

Apple (AAPL)
Rockwell Automation (ROK)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
JPMorgan Chase & Co. (JPM)
Costco Wholesale Corporation (COST)
Broadcom (AVGO)
Ametek (AME)
Boeing Company (BA)

View all positions for Core Wealth 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