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

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

Historical chart of TRUE Private Wealth 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 TRUE Private Wealth 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 21k 82.96
2025-06-30 $1.8M 22k 82.86
2025-03-31 $1.8M 22k 82.73
2024-12-31 $1.8M 22k 81.98
2024-09-30 $3.7M 45k 83.15
2024-06-30 $7.3M 89k 81.65
2024-03-31 $8.9M 109k 81.78
2023-12-31 $11M 137k 82.04
2023-09-30 $44M 547k 80.97
2023-06-30 $64M 791k 81.08
2023-03-31 $77M 933k 82.16
2022-12-31 $129M 1.6M 81.17
2022-09-30 $156M 1.9M 81.21
2022-06-30 $82M 991k 82.79
2022-03-31 $65M 778k 83.03
2021-12-31 $805k 9.4k 85.47
2021-09-30 $914k 11k 86.08
2021-06-30 $914k 11k 86.08
2021-03-31 $944k 11k 86.24
2020-12-31 $1.3M 15k 86.32
2020-09-30 $2.0M 23k 86.50
2020-06-30 $44M 510k 86.61
2020-03-31 $45M 521k 86.67
2019-12-31 $91M 1.1M 84.63
2019-09-30 $93M 1.1M 84.82
2019-06-30 $93M 1.1M 84.78
2019-03-31 $109M 1.3M 84.12
2018-12-31 $95M 1.1M 83.62
2018-09-30 $858k 10k 83.09
2018-06-30 $864k 10k 83.33
2018-03-31 $1.1M 14k 83.54
2017-12-31 $1.7M 20k 83.83
2017-09-30 $3.9M 47k 84.45
2017-06-30 $4.2M 50k 84.47
2017-03-31 $1.8M 21k 84.39
2016-12-31 $1.8M 21k 84.45
2016-09-30 $3.4M 40k 84.86
2016-06-30 $2.5M 30k 85.30
2016-03-31 $23M 272k 85.03
2015-12-31 $19M 222k 84.36

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds Oct 2028 (IBIE)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr Ibonds Oct 2030 (IBIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Euro (IEUR)
First Tr Exchange-traded SHS (FDL)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Barclays Bank Ipath S&p 500 Sh (VXX)
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)

View all positions for TRUE Private Wealth 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