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

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

Historical chart of Invst 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 Invst 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 Invst

Quarter filed Position value Share count Share price at filing
2025-06-30 $16M 196k 82.86
2025-03-31 $798k 9.6k 82.73
2024-12-31 $280k 3.4k 81.98
2023-09-30 $27M 335k 80.97
2023-06-30 $28M 346k 81.08
2022-12-31 $882k 11k 81.80
2022-09-30 $30M 371k 81.00
2022-06-30 $28M 339k 82.55
2021-12-31 $29M 349k 84.34
2021-03-31 $25M 293k 86.28

More positions owned by Invst

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Tips Bd Etf (TIP)
Ea Series Trust Freedom 100 Em (FRDM)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Invst

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