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

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

Historical chart of Equity 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 Equity 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 Equity Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $343k 4.2k 82.11

More positions owned by Equity Wealth Partners

Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Fundamental Us L (FNDX)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr St Str Techn Etf (XLK)
American Centy Etf Tr Us Eqt Etf (AVUS)
Capital Group Growth Etf Shs Creat Unit (CGGR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group International SHS (CGIE)
Capital Group International SHS (CGIC)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Equity Wealth Partners

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
FMR
Bank Of Montreal
Envestnet Asset Management
Royal Bank of Canada
Assetmark

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