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iShares Lehman 1-3 Year Treas.Bond shares owned by Evolution Wealth Advisors

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

Historical chart of Evolution Wealth Advisors 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 Evolution Wealth 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 Evolution Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $271k 3.3k 82.96
2025-06-30 $271k 3.3k 82.86
2021-09-30 $13k 147 88.44
2019-12-31 $56k 657 85.24
2018-12-31 $122k 1.5k 83.85

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J P Morgan Exchange Traded F Flexible Debt Et
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View all positions for Evolution Wealth Advisors

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