iShares Lehman 1-3 Year Treas.Bond shares owned by TruWealth Advisors
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in iShares Lehman 1-3 Year Treas.Bond
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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $225k | 2.7k | 82.97 |
| 2025-06-30 | $213k | 2.6k | 82.87 |
| 2025-03-31 | $209k | 2.5k | 82.72 |
| 2024-12-31 | $244k | 3.0k | 81.97 |
| 2024-09-30 | $289k | 3.5k | 83.14 |
| 2024-06-30 | $390k | 4.8k | 81.66 |
| 2024-03-31 | $606k | 7.4k | 81.79 |
| 2023-12-31 | $634k | 7.7k | 82.05 |
| 2023-09-30 | $4.0M | 49k | 80.97 |
| 2023-06-30 | $4.0M | 49k | 81.08 |
| 2023-03-31 | $3.7M | 46k | 82.16 |
| 2022-12-31 | $3.5M | 43k | 81.17 |
| 2022-09-30 | $3.2M | 39k | 81.21 |
| 2022-03-31 | $287k | 3.4k | 83.41 |
| 2021-12-31 | $378k | 4.4k | 85.52 |
| 2021-09-30 | $388k | 4.5k | 86.11 |
| 2021-06-30 | $250k | 2.9k | 86.30 |
| 2020-12-31 | $285k | 3.3k | 86.29 |
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