SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY »

iShares Lehman 1-3 Year Treas.Bond shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY from 13F filings

Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY 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 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter filed Position value Share count Share price at filing
2025-09-30 $742k 9.0k 82.69

More positions owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Palantir Technologies Cl A (PLTR)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Crowdstrike Hldgs Cl A (CRWD)
Meta Financial (CASH)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Uber Technologies (UBER)
Strategy Cl A New (MSTR)
Quanta Services (PWR)
Emerson Electric (EMR)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

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