GenTrust »

iShares Lehman 1-3 Year Treas.Bond shares owned by GenTrust

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

Historical chart of GenTrust 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 GenTrust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by GenTrust

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 16k 82.96
2025-06-30 $1.3M 16k 82.86
2025-03-31 $1.6M 19k 82.73
2024-12-31 $1.5M 19k 81.98
2024-09-30 $1.6M 20k 83.15
2024-06-30 $1.6M 20k 81.65
2024-03-31 $1.6M 20k 81.78
2023-12-31 $399k 4.9k 82.04
2023-09-30 $22M 269k 80.97

More positions owned by GenTrust

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Global X Fds Global X Uranium (URA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Euro (IEUR)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)

View all positions for GenTrust

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