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

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

Historical chart of Tower 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 Tower 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 Tower Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 19k 82.96
2025-06-30 $1.5M 19k 82.86
2025-03-31 $1.6M 19k 82.73
2024-12-31 $1.5M 18k 81.98
2022-12-31 $219k 2.7k 81.17
2022-09-30 $244k 3.0k 80.96

More positions owned by Tower Wealth Partners

Victory Portfolios Ii Victoryshs Us (VSMV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Ishares Tr Core S&p Mcp Etf (IJH)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Procter & Gamble Company (PG)

View all positions for Tower Wealth Partners

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