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

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

Historical chart of Lifeworks Advisors 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 Lifeworks Advisors 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $536k 6.5k 83.15
2024-06-30 $536k 6.6k 81.65
2024-03-31 $577k 7.1k 81.78
2023-12-31 $718k 8.8k 82.04
2023-09-30 $548k 6.8k 80.97

More positions owned by Lifeworks Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Johnson & Johnson (JNJ)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Campbell Soup Company (CPB)
International Business Machines (IBM)
Abbvie (ABBV)

View all positions for Lifeworks Advisors

Top funds holding iShares Lehman 1-3 Year Treas.Bond

Morgan Stanley
BlackRock
BlackRock
Bank of America Corporation
Captrust Financial Advisors
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Bank of New York Mellon
Branch Banking & Trust Company
Royal Bank of Canada
Charles Schwab Investment Management
Barclays
Raymond James & Associates

View all funds holding iShares Lehman 1-3 Year Treas.Bond