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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
2025-09-30 $458k 5.5k 82.96
2025-06-30 $457k 5.5k 82.86
2025-03-31 $461k 5.6k 82.73
2024-12-31 $529k 6.5k 81.98
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

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Ishares Gold Tr Ishares New (IAU)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Microsoft Corporation (MSFT)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Abbvie (ABBV)
Spdr Gold Tr Gold Shs (GLD)
Seagate Technology Hldngs Pl Ord Shs (STX)
Apple (AAPL)
Johnson & Johnson (JNJ)

View all positions for Lifeworks Advisors

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