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iShares Lehman 1-3 Year Treas.Bond shares owned by Level Four Advisory Services

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

Historical chart of Level Four Advisory Services 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 Level Four Advisory Services 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 Level Four Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 35k 82.96
2025-06-30 $2.9M 35k 82.86
2025-03-31 $1.7M 21k 82.73
2024-12-31 $1.1M 13k 81.98
2024-09-30 $855k 10k 82.36
2024-06-30 $933k 11k 81.65
2024-03-31 $998k 12k 82.04
2023-12-31 $998k 12k 82.04
2023-09-30 $1.0M 12k 80.97
2023-06-30 $930k 12k 81.08
2023-03-31 $747k 9.1k 82.16
2022-12-31 $684k 8.4k 81.17
2022-09-30 $452k 5.6k 81.15
2022-06-30 $599k 7.2k 82.81
2022-03-31 $816k 9.8k 83.30
2021-12-31 $847k 9.9k 85.59
2021-09-30 $865k 10k 86.20
2021-06-30 $1.5M 18k 86.15
2021-03-31 $1.8M 21k 86.25
2020-12-31 $2.6M 31k 86.38
2020-09-30 $2.7M 32k 86.49
2020-06-30 $3.2M 37k 86.50
2020-03-31 $3.5M 41k 86.62
2019-12-31 $2.8M 32k 86.35
2019-09-30 $2.2M 26k 84.83
2019-06-30 $1.5M 18k 84.76
2019-03-31 $1.1M 13k 84.10
2018-12-31 $1.6M 19k 83.60
2018-09-30 $1.1M 13k 83.07
2018-06-30 $2.0M 25k 83.35
2018-03-31 $1.8M 21k 83.57
2017-12-31 $1.1M 13k 83.83
2017-09-30 $1.4M 17k 84.36
2017-06-30 $1.4M 17k 84.53
2017-03-31 $1.4M 17k 84.53
2016-12-31 $1.7M 21k 84.44

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View all positions for Level Four Advisory Services

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