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iShares Lehman 1-3 Year Treas.Bond shares owned by SIMA Wealth Partners

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

Historical chart of SIMA Wealth Partners investment in iShares Lehman 1-3 Year Treas.Bond

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All positions including iShares Lehman 1-3 Year Treas.Bond held by SIMA Wealth Partners 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 SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $107k 1.3k 82.12
2026-03-31 $134k 1.6k 82.58
2025-12-31 $170k 2.1k 82.83
2025-09-30 $170k 2.1k 82.96
2025-06-30 $173k 2.1k 82.86
2025-03-31 $137k 1.7k 82.74
2024-12-31 $136k 1.7k 81.99
2024-09-30 $142k 1.7k 83.15
2024-06-30 $140k 1.7k 81.65