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

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

Historical chart of Pacific Excel 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 Pacific Excel 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 Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $405k 4.9k 82.82

More positions owned by Pacific Excel Wealth Advisors

Apple (AAPL)
Vanguard World Mega Grwth Ind (MGK)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Vanguard World Mega Cap Val Etf (MGV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Chevron Corporation (CVX)
First Tr Exchange-traded Limited Duration (FSIG)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
First Tr Exchange-traded Growth Strength (FTGS)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Com Shs (FTA)

View all positions for Pacific Excel Wealth Advisors

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

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

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