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iShares Lehman 1-3 Year Treas.Bond shares owned by Surience Private Wealth

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

Historical chart of Surience Private Wealth 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 Surience Private Wealth 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 Surience Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 15k 82.57

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View all positions for Surience Private Wealth

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

Captrust Financial Advisors
BlackRock
LPL Financial
UBS Group
Bank of New York Mellon
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
Envestnet Asset Management
HPM Partners
Branch Banking & Trust Company
Manufacturers Life Insurance Company
Assetmark
Pnc Financial Services
Criteria Caixa, S.a.u.

View all funds holding iShares Lehman 1-3 Year Treas.Bond