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iShares Lehman 1-3 Year Treas.Bond shares owned by Future You Wealth

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

Historical chart of Future You Wealth 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 Future You Wealth 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 Future You Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $8.9M 107k 82.86
2025-03-31 $8.1M 98k 82.73
2024-12-31 $7.1M 87k 81.98

More positions owned by Future You Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Short Treas Bd (SHV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Future You Wealth

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