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

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

Historical chart of NerdWallet 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 NerdWallet 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 NerdWallet Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.2M 112k 82.82

More positions owned by NerdWallet Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Trust Ishare 0-1 (SHV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Series Trust State Street Spd (SPYX)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)

View all positions for NerdWallet Wealth Partners

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

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

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