iShares Lehman 1-3 Year Treas.Bond shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in iShares Lehman 1-3 Year Treas.Bond
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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 24k | 82.79 |
| 2025-06-30 | $1.7M | 21k | 82.45 |
| 2025-03-31 | $1.6M | 19k | 82.68 |
| 2024-12-31 | $1.6M | 19k | 81.95 |
| 2024-09-30 | $1.4M | 18k | 82.42 |
| 2024-06-30 | $1.4M | 18k | 81.98 |
| 2024-03-31 | $1.4M | 18k | 81.36 |
| 2023-12-31 | $1.3M | 17k | 81.92 |
| 2023-09-30 | $1.2M | 15k | 81.27 |
| 2023-06-30 | $1.1M | 14k | 80.72 |
| 2023-03-31 | $967k | 12k | 81.96 |
| 2022-12-31 | $837k | 10k | 81.19 |
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