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iShares Lehman 1-3 Year Treas.Bond shares owned by Navis Wealth Advisors

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

Historical chart of Navis Wealth Advisors 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 Navis Wealth Advisors 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 Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $212k 2.6k 81.99
2024-09-30 $235k 2.8k 83.16
2024-06-30 $238k 2.9k 81.66
2023-03-31 $240k 2.9k 82.16

More positions owned by Navis Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Zscaler Incorporated (ZS)
Kla Corp Com New (KLAC)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Ser Tr S&p Ins Etf (KIE)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
FedEx Corporation (FDX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)

View all positions for Navis Wealth Advisors

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

BlackRock
Bank of America Corporation
Captrust Financial Advisors
Jpmorgan Chase & Co
LPL Financial
Mercer Global Advisors
Wells Fargo & Company
UBS Group
Bank Of Montreal
Envestnet Asset Management
Bank of New York Mellon
PineBridge Investments
Branch Banking & Trust Company
Royal Bank of Canada
Charles Schwab Investment Management

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