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iShares Lehman 1-3 Year Treas.Bond shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners 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 Root Financial Partners 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 Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $893k 11k 82.96
2025-06-30 $810k 9.8k 82.86
2025-03-31 $899k 11k 82.73
2024-12-31 $828k 10k 81.98

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

Morgan Stanley
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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