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

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

Historical chart of SimpliFi 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 SimpliFi 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 SimpliFi

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 2.7k 82.96

More positions owned by SimpliFi

Ishares U S Etf Tr Inflation Hedg (LQDI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust Portfolio Short (SPSB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Ishares Us Thema (THRO)
Graniteshares Etf Tr Hips Us High Inc (HIPS)
Wisdomtree Tr Em Mkts Qtly Div (DGRE)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for SimpliFi

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