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iShares Lehman 1-3 Year Treas.Bond shares owned by Elevate Capital Advisors

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Elevate Capital Advisors from 13F filings

Historical chart of Elevate Capital Advisors 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 Elevate Capital Advisors 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 Elevate Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.2M 62k 82.82

More positions owned by Elevate Capital Advisors

Ishares Tr Ishs 1-5yr Invs (IGSB)
Sprott Asset Management Physical Gold Tr (PHYS)
Travelers Companies (TRV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)
Meta Platforms Cl A (META)
Apple (AAPL)
Microsoft Corporation (MSFT)
Hershey Company (HSY)
Alphabet Cap Stk Cl A (GOOGL)
Visa Com Cl A (V)
W.R. Berkley Corporation (WRB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust State Street Spd (BIL)
Franco-Nevada Corporation (FNV)

View all positions for Elevate Capital Advisors

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
Manufacturers Life Insurance Company

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