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iShares Lehman 1-3 Year Treas.Bond shares owned by Measured Wealth Private Client Group

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

Historical chart of Measured Wealth Private Client 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 Measured Wealth Private Client 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 Measured Wealth Private Client Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $850k 10k 82.57
2025-12-31 $16k 188 82.82
2025-09-30 $15k 180 82.96
2023-03-31 $546k 6.6k 82.16
2022-12-31 $265k 3.3k 81.16
2022-09-30 $1.1M 13k 81.22
2019-06-30 $364k 4.3k 84.73

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View all positions for Measured Wealth Private Client Group

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