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iShares Lehman 1-3 Year Treas.Bond shares owned by Pasadena Private Wealth

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

Historical chart of Pasadena Private Wealth 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 Pasadena Private Wealth 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 Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $452k 5.4k 83.15
2021-12-31 $6.2M 72k 85.54

More positions owned by Pasadena Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Fundamental Us S (FNDA)
Direxion Shs Etf Tr Auspce Cmd Stg (COM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Fundamental Us L (FNDX)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Pasadena Private Wealth

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

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

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