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iShares Lehman 1-3 Year Treas.Bond shares owned by Legacy Capital Wealth Partners

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

Historical chart of Legacy Capital Wealth Partners investment in iShares Lehman 1-3 Year Treas.Bond

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All positions including iShares Lehman 1-3 Year Treas.Bond held by Legacy Capital Wealth Partners 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 Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $404k 4.9k 82.96
2025-06-30 $400k 4.8k 82.86
2025-03-31 $416k 5.0k 82.73
2024-12-31 $494k 6.0k 81.98
2024-09-30 $521k 6.3k 83.15
2024-06-30 $508k 6.2k 81.65
2023-09-30 $439k 5.4k 80.97
2023-03-31 $882k 11k 82.16