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

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 37k 82.96
2025-06-30 $3.1M 37k 82.86
2025-03-31 $3.1M 38k 82.73
2024-12-31 $961k 12k 81.98
2024-09-30 $804k 9.7k 83.15
2024-06-30 $698k 8.5k 81.65
2024-03-31 $1.7M 21k 81.78
2023-12-31 $1.9M 24k 82.04
2023-09-30 $3.8M 47k 80.97
2023-06-30 $4.6M 56k 81.08
2023-03-31 $5.1M 62k 82.16
2022-12-31 $5.5M 68k 81.17
2022-09-30 $5.7M 70k 81.22
2022-06-30 $6.9M 83k 82.80
2022-03-31 $8.3M 99k 83.35
2021-12-31 $7.1M 83k 85.55
2021-09-30 $6.3M 74k 86.15
2021-06-30 $5.9M 69k 86.15
2021-03-31 $2.9M 34k 86.26
2020-12-31 $3.0M 34k 86.37
2020-09-30 $3.7M 43k 86.51
2020-06-30 $3.2M 37k 86.62
2020-03-31 $3.5M 40k 86.66
2019-12-31 $3.2M 38k 84.63
2019-09-30 $3.4M 40k 84.82
2019-06-30 $3.5M 41k 84.78
2019-03-31 $3.0M 35k 84.11
2018-12-31 $3.1M 37k 83.62

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

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