iShares Lehman 1-3 Year Treas.Bond shares owned by New Wave Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by New Wave Wealth Advisors
from 13F filings
Historical chart of New Wave Wealth Advisors investment in iShares Lehman 1-3 Year Treas.Bond
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All positions including iShares Lehman 1-3 Year Treas.Bond held by New Wave Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by New Wave Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $992k | 12k | 82.96 |
| 2025-06-30 | $1.1M | 14k | 82.86 |
| 2025-03-31 | $1.5M | 18k | 82.73 |
| 2024-12-31 | $1.4M | 18k | 81.98 |
| 2024-06-30 | $505k | 6.2k | 81.65 |
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