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

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $30M 362k 82.96
2025-06-30 $26M 310k 82.86
2025-03-31 $23M 282k 82.73
2024-12-31 $53M 640k 81.98
2024-09-30 $29M 346k 83.15
2024-06-30 $26M 319k 81.38
2024-03-31 $55M 668k 81.78
2023-12-31 $31M 380k 82.04
2023-09-30 $33M 403k 80.97
2023-06-30 $33M 406k 81.09
2023-03-31 $41M 498k 82.16
2022-12-31 $13M 443k 29.80
2022-09-30 $34M 422k 81.21
2022-06-30 $44M 533k 82.79
2022-03-31 $12M 139k 85.54
2021-12-31 $12M 139k 85.54
2021-09-30 $10M 116k 86.15
2021-06-30 $9.1M 106k 86.16
2021-03-31 $8.5M 98k 86.24
2020-12-31 $6.9M 80k 86.37
2020-09-30 $7.0M 81k 86.52
2020-06-30 $6.1M 71k 86.61
2020-03-31 $7.3M 85k 86.67
2019-12-31 $7.7M 91k 84.64
2019-09-30 $6.9M 82k 84.80
2019-06-30 $6.3M 74k 84.78
2019-03-31 $8.7M 103k 84.11
2018-12-31 $6.0M 71k 83.62
2018-09-30 $4.3M 52k 83.09
2018-06-30 $2.3M 28k 83.25
2018-03-31 $1.9M 23k 83.54
2017-12-31 $669k 9.3k 71.90
2017-09-30 $2.8M 33k 84.35
2017-06-30 $2.8M 33k 84.43
2017-03-31 $3.0M 36k 84.50
2016-12-31 $5.1M 61k 84.47
2016-09-30 $3.7M 44k 84.91
2016-06-30 $3.9M 46k 85.31
2016-03-31 $3.8M 44k 85.03
2015-12-31 $3.3M 39k 84.36
2015-09-30 $3.2M 38k 84.98
2015-06-30 $1.5M 18k 84.85
2015-03-31 $1.1M 13k 84.88
2014-12-31 $762k 9.0k 84.44
2014-09-30 $698k 8.3k 84.52
2014-06-30 $592k 7.0k 84.60
2014-03-31 $520k 6.2k 84.42
2013-12-31 $593k 7.0k 84.45

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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