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Global Wealth Strategies & Associates »

iShares Lehman 1-3 Year Treas.Bond shares owned by Global Wealth Strategies & Associates

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

Historical chart of Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.2k	15	82.93
2025-06-30	$1.2k	15	82.87
2025-03-31	$1.2k	15	82.73

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)

Ishares Core Msci Eafe Etf Etf (IEFA)

Vanguard Total Bond Market Etf Etf (BND)

Invesco Nasdaq 100 Etf Etf (QQQM)

Ishares Msci Usa Quality Factor Etf Etf (QUAL)

Vanguard Dividend Appreciation Etf Etf (VIG)

Ishares Msci Usa Momentum Factor Etf Etf (MTUM)

Ishares National Muni Bond Etf Etf (MUB)

Ishares Flexible Income Active Etf Etf (BINC)

Ishares Gold Trust Etf (IAU)

Ishares 20 Year Treasury Bond Etf Etf (TLT)

Barings Corporate Invs Cef (MCI)

Schwab Crypto Thematic Etf Etf (STCE)

Invesco Qqq Trust Series I Etf (QQQ)

Columbia Multi-sector Municipal Income Etf Etf (MUST)

View all positions for Global Wealth Strategies & Associates

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

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