Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

iShares Lehman 1-3 Year Treas.Bond shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 14k 82.82
2025-09-30 $1.2M 15k 82.96
2025-06-30 $1.2M 15k 82.86
2025-03-31 $1.3M 16k 82.73
2024-12-31 $1.3M 16k 81.98
2024-09-30 $1.4M 17k 83.15
2024-06-30 $1.4M 18k 81.65
2024-03-31 $1.4M 17k 81.78
2023-12-31 $1.4M 17k 82.04
2023-09-30 $2.0M 25k 80.97
2023-06-30 $2.6M 32k 81.08
2023-03-31 $2.8M 34k 82.16
2022-12-31 $3.2M 39k 81.17
2022-09-30 $3.6M 44k 81.20
2022-06-30 $2.0M 24k 82.79
2022-03-31 $954k 11k 83.36
2021-12-31 $975k 11k 85.56
2021-09-30 $1.0M 12k 86.17
2021-06-30 $1.0M 12k 86.13
2021-03-31 $1.3M 15k 86.27
2020-12-31 $1.5M 18k 86.36
2020-09-30 $2.0M 24k 86.53
2020-06-30 $2.5M 29k 86.60
2020-03-31 $4.1M 48k 86.66
2019-12-31 $13M 151k 84.63
2019-09-30 $33M 391k 84.82
2019-06-30 $38M 451k 84.78
2019-03-31 $34M 400k 84.12
2018-12-31 $33M 390k 83.62
2018-09-30 $32M 388k 83.09
2018-06-30 $33M 392k 83.37
2018-03-31 $31M 210k 146.61
2017-12-31 $30M 361k 83.85
2017-09-30 $30M 359k 84.45
2017-06-30 $30M 357k 84.49
2017-03-31 $31M 363k 84.52
2016-12-31 $33M 387k 84.45
2016-09-30 $32M 372k 85.04
2016-06-30 $28M 322k 85.32
2016-03-31 $29M 336k 85.03
2015-12-31 $28M 331k 84.36
2015-09-30 $27M 317k 84.99
2015-06-30 $27M 319k 84.86
2015-03-31 $27M 314k 84.88
2014-12-31 $26M 303k 84.45
2014-09-30 $20M 235k 84.51
2014-06-30 $7.1M 85k 84.56
2014-03-31 $706k 8.4k 84.44
2013-12-31 $706k 8.4k 84.32
2013-09-30 $723k 8.6k 84.44
2013-06-30 $726k 8.6k 84.34
2013-03-31 $745k 8.8k 84.50
2012-12-31 $283k 3.4k 84.43
2012-09-30 $291k 3.4k 84.45
2012-06-30 $342k 4.1k 84.40
2012-03-31 $429k 5.1k 84.42
2011-12-31 $467k 5.5k 84.43
2011-09-30 $521k 6.2k 84.56
2011-06-30 $553k 6.6k 84.32
2011-03-31 $606k 7.2k 84.12

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Spdr Series Trust State Street Spd (SJNK)
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View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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

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
HPM Partners
Branch Banking & Trust Company

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