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iShares Lehman 1-3 Year Treas.Bond shares owned by Evelyn Partners Asset Management

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

Historical chart of Evelyn Partners Asset Management 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 Evelyn Partners Asset 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 Evelyn Partners Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 14k 82.96
2025-06-30 $1.1M 14k 82.86

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Visa Class A (V)
Stryker Corp Common (SYK)
Automatic Data Processing In Common (ADP)
Disney Walt Common (DIS)
Apple Common (AAPL)
Mastercard Inc Cl A Class A (MA)
Intuit Common (INTU)
Litman Gregory Fds Tr Common (DBMF)
Autozone Common (AZO)

View all positions for Evelyn Partners Asset Management

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