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

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

Historical chart of ORG Wealth Partners 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 ORG 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 ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $134k 1.6k 83.15

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
Core Scientific Inc New Wt Exp Tranche 1 Equity (CORZW)
Agnc Invt Corp Real Estate Investme (AGNC)
1/100 Berkshire Htwy A Common Stock
Berkshire Hathaway Common Stock (BRK.B)
Energy Transfer Limited Partnershp (ET)
Abbott Labs Common Stock (ABT)
Exxon Mobil Corp Common Stock (XOM)
Apple Common Stock (AAPL)
Ishares 0 To 3 Mnth Uit Exchange Traded (SGOV)
Ishares Total Usd Bond Uit Exchange Traded (IUSB)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Hines Global Income Trus Real Estate Investme (ZHGIIX)

View all positions for ORG Wealth Partners

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

Morgan Stanley
BlackRock
Bank of America Corporation
Jpmorgan Chase & Co
Assetmark
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Captrust Financial Advisors
Bank of New York Mellon
Branch Banking & Trust Company
Royal Bank of Canada
Raymond James & Associates
Charles Schwab Investment Management
Balentine

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