Maridea Wealth Management »

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

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

Historical chart of Maridea 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 Maridea 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 Maridea Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $438k 5.3k 82.83
2025-09-30 $417k 5.0k 83.10
2025-06-30 $290k 3.5k 82.85

More positions owned by Maridea Wealth Management

Spdr Series Trust State Street Spd (BIL)
Absolute Shs Tr Wbi Bbr Qty 3000 (WBIL)
Absolute Shs Tr Wbi Bbr Yld 3000 (WBIG)
Absolute Shs Tr Wbi Bbr Val 3000 (WBIF)
Absolute Shs Tr Wbi Pwr Factor (WBIY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Iren Ordinary Shares (IREN)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Graniteshares Gold Tr Shs Ben Int (BAR)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for Maridea Wealth Management

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

Captrust Financial Advisors
BlackRock
Jpmorgan Chase & Co
LPL Financial
UBS Group
Bank of New York Mellon
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
Royal Bank of Canada
PineBridge Investments
Envestnet Asset Management
HPM Partners
Branch Banking & Trust Company
Manufacturers Life Insurance Company

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