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iShares Lehman 1-3 Year Treas.Bond shares owned by Mosaic Family Wealth Partners

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

Historical chart of Mosaic Family Wealth Partners 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 Mosaic Family Wealth Partners 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 Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.3M 53k 82.11

More positions owned by Mosaic Family Wealth Partners

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Apple (AAPL)
Spdr Series Trust St Str P500etf (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Mosaic Family Wealth Partners

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
Assetmark
FMR
Bank Of Montreal
Envestnet Asset Management
Royal Bank of Canada

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