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

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

Historical chart of Legacy 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 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 Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 22k 82.57

More positions owned by Legacy Wealth Partners

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core 60/40 Balan (AOR)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for Legacy Wealth Partners

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