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

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

Historical chart of HFG 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 HFG 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 HFG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $502k 6.1k 82.82
2025-09-30 $873k 11k 82.96
2025-06-30 $785k 9.5k 82.73
2025-03-31 $726k 8.9k 81.98
2023-12-31 $730k 8.9k 82.04
2023-03-31 $822k 10k 82.16

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Grayscale Bitcoin Mini Tr Shs New (BTC)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
First Tr Exchng Traded Ft Vest Laddered (BUFR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Managed Portfolio Series Kensington Hedge (KHPI)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)

View all positions for HFG Wealth Management

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

Captrust Financial Advisors
BlackRock
Jpmorgan Chase & Co
LPL Financial
UBS Group
Bank of New York Mellon
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
Royal Bank of Canada
PineBridge Investments
Envestnet Asset Management
HPM Partners
Branch Banking & Trust Company
Manufacturers Life Insurance Company

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