iShares Lehman 1-3 Year Treas.Bond shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment 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 Schwarz Dygos Wheeler Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $287k | 3.5k | 82.97 |
| 2025-06-30 | $307k | 3.7k | 82.88 |
| 2025-03-31 | $292k | 3.5k | 82.75 |
| 2024-12-31 | $328k | 4.0k | 81.99 |
| 2024-09-30 | $303k | 3.6k | 83.17 |
| 2024-06-30 | $347k | 4.2k | 81.67 |
| 2024-03-31 | $374k | 4.6k | 81.79 |
| 2023-12-31 | $451k | 5.5k | 82.04 |
| 2023-09-30 | $510k | 6.3k | 80.98 |
| 2023-06-30 | $421k | 5.2k | 81.09 |
| 2023-03-31 | $465k | 5.7k | 82.17 |
| 2022-12-31 | $205k | 2.5k | 81.15 |
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