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iShares Lehman 1-3 Year Treas.Bond shares owned by Sequent Planning

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

Historical chart of Sequent Planning 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 Sequent Planning 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 Sequent Planning

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$2.3M	28k	82.96
2025-06-30	$5.7M	69k	82.86
2025-03-31	$5.4M	66k	82.73
2024-12-31	$4.8M	59k	81.98
2024-09-30	$5.4M	65k	83.15
2024-06-30	$6.1M	75k	81.31
2024-03-31	$6.1M	75k	81.78

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View all positions for Sequent Planning

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

Morgan Stanley

BlackRock

Captrust Financial Advisors

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

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