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iShares Lehman 1-3 Year Treas.Bond shares owned by M3 Advisory Group

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by M3 Advisory Group from 13F filings

Historical chart of M3 Advisory Group 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 M3 Advisory Group 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 M3 Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $943k 11k 82.96
2025-06-30 $932k 11k 82.86
2025-03-31 $931k 11k 82.73
2024-12-31 $922k 11k 81.98
2024-09-30 $935k 11k 83.15
2024-06-30 $919k 11k 81.65
2024-03-31 $920k 11k 81.78
2023-12-31 $919k 11k 82.04

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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
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Apple (AAPL)
Select Sector Spdr Tr Energy (XLE)
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Microsoft Corporation (MSFT)
Select Sector Spdr Tr Financial (XLF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for M3 Advisory Group

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