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

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

Historical chart of Heritage Wealth Management 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 Wealth Management 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.6M 32k 82.57

More positions owned by Heritage Wealth Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Broadcom (AVGO)
Palantir Technologies Cl A (PLTR)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Heritage Wealth Management

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