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

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

Historical chart of Heritage Oak 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 Heritage Oak 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 Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $26M 309k 82.57
2025-06-30 $638k 7.7k 82.86
2024-12-31 $218k 2.7k 81.98
2024-09-30 $348k 4.2k 83.15
2024-06-30 $328k 4.0k 81.65

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Managed Portfolio Series Kensington Hedge (KHPI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Managed Portfolio Series Kensington Cr Op (KAMO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Managed Portfolio Series Leuthold Select (LST)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for Heritage Oak Wealth Advisors

Top funds holding iShares Lehman 1-3 Year Treas.Bond

Morgan Stanley
Captrust Financial Advisors
Bank of America Corporation
BlackRock
Ameriprise Financial
LPL Financial
Wells Fargo & Company
Bank of New York Mellon
UBS Group
Raymond James Financial
Bank Of Montreal
Envestnet Asset Management
Royal Bank of Canada
Assetmark
HPM Partners

View all funds holding iShares Lehman 1-3 Year Treas.Bond