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iShares Lehman 1-3 Year Treas.Bond shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5k 66 82.95
2025-06-30 $5.5k 66 82.86
2025-03-31 $5.5k 66 82.73

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
Pgim Aaa MF Closed and MF Open (PAAA)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FAPR)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (GJAN)
First Trust MF Closed and MF Open (DNOV)
First Trust MF Closed and MF Open (DAPR)

View all positions for Tanglewood Legacy Advisors

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