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
Tip: Access up to 7 years of quarterly data
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
Download as csvQuarterly 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 |
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