LightSquare Wealth Management »

iShares Lehman 1-3 Year Treas.Bond shares owned by LightSquare Wealth Management

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

Historical chart of LightSquare Wealth Management 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 LightSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by LightSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.4M 42k 82.57

More positions owned by LightSquare Wealth Management

Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr State Street Fin (XLF)
Select Sector Spdr Tr State Street Ind (XLI)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr State Street Con (XLY)
Select Sector Spdr Tr State Street Hea (XLV)
Select Sector Spdr Tr State Street Com (XLC)
Spdr Series Trust State Street Spd (SJNK)
Ishares Tr 1 3 Yr Treas Bd (SHY)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Con (XLP)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for LightSquare Wealth Management

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