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iShares Lehman 1-3 Year Treas.Bond shares owned by San Luis Wealth Advisors

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

Historical chart of San Luis Wealth Advisors 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 San Luis Wealth Advisors 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 San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 12k 82.82
2025-09-30 $1.0M 13k 82.96

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Ssga Active Etf Tr State Street Dou (TOTL)
NVIDIA Corporation (NVDA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Ishares Tr Core Divid Etf (DIVB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Tesla Motors (TSLA)

View all positions for San Luis Wealth Advisors

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

Captrust Financial Advisors
BlackRock
Jpmorgan Chase & Co
LPL Financial
UBS Group
Bank of New York Mellon
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
Royal Bank of Canada
PineBridge Investments
Envestnet Asset Management
HPM Partners
Branch Banking & Trust Company
Manufacturers Life Insurance Company

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