iShares Lehman 1-3 Year Treas.Bond shares owned by Modern Wealth Management
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern 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 Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34M | 418k | 81.00 |
| 2025-06-30 | $37M | 464k | 80.00 |
| 2025-03-31 | $31M | 392k | 79.00 |
| 2024-12-31 | $29M | 371k | 78.00 |
| 2024-09-30 | $6.8M | 88k | 78.00 |
| 2024-06-30 | $6.3M | 83k | 76.00 |
| 2024-03-31 | $4.5M | 60k | 75.00 |
| 2023-12-31 | $1.0M | 13k | 82.04 |
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