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iShares Lehman 1-3 Year Treas.Bond shares owned by Petros Family Wealth

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

Historical chart of Petros Family 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 Petros Family 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 Petros Family Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.3M 40k 82.57

More positions owned by Petros Family Wealth

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
American Centy Etf Tr Us Quality Grow (QGRO)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Kla Corp Com New (KLAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Petros Family Wealth

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

Morgan Stanley
Captrust Financial Advisors
Bank of America Corporation
BlackRock
Ameriprise Financial
LPL Financial
Wells Fargo & Company
Bank of New York Mellon
UBS Group
Raymond James Financial
Bank Of Montreal
Envestnet Asset Management
Royal Bank of Canada
Assetmark
HPM Partners

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