iShares Lehman 1-3 Year Treas.Bond shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in iShares Lehman 1-3 Year Treas.Bond
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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $300k | 3.6k | 82.96 |
| 2025-06-30 | $301k | 3.6k | 82.86 |
| 2025-03-31 | $315k | 3.8k | 82.73 |
| 2024-12-31 | $368k | 4.5k | 81.98 |
| 2024-09-30 | $387k | 4.6k | 83.15 |
| 2024-06-30 | $252k | 3.1k | 81.65 |
| 2024-03-31 | $252k | 3.1k | 81.78 |
| 2023-12-31 | $284k | 3.5k | 82.04 |
| 2023-06-30 | $555k | 6.8k | 81.08 |
| 2023-03-31 | $1.1M | 14k | 82.16 |
| 2022-12-31 | $254k | 3.1k | 81.17 |
| 2022-09-30 | $259k | 3.2k | 81.27 |
| 2022-06-30 | $250k | 3.0k | 82.64 |
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