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iShares Lehman 1-3 Year Treas.Bond shares owned by Portside Wealth Group

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

Historical chart of Portside Wealth Group 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 Portside Wealth Group 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 Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.6M 19k 82.86
2025-03-31 $414k 5.0k 82.73
2024-12-31 $586k 7.1k 81.98
2024-06-30 $1.8M 22k 81.65
2024-03-31 $3.8M 46k 81.78
2023-12-31 $2.7M 32k 82.04
2023-09-30 $6.2M 77k 80.98
2023-06-30 $517k 6.4k 81.09

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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