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iShares Lehman 1-3 Year Treas.Bond shares owned by Northcape Wealth Management

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

Historical chart of Northcape Wealth Management 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 Northcape Wealth Management 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 Northcape Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $413k 5.0k 82.96

More positions owned by Northcape Wealth Management

Spdr Gold Tr Gold Shs (GLD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Msci Intl Qualty (IQLT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Kinder Morgan (KMI)
Vanguard Index Fds Mid Cap Etf (VO)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Abbott Laboratories (ABT)
General Dynamics Corporation (GD)

View all positions for Northcape Wealth Management

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

Morgan Stanley
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
Bank Of Montreal

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