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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

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Quarterly 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