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iShares Lehman 1-3 Year Treas.Bond shares owned by United Asset Strategies

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by United Asset Strategies from 13F filings

Historical chart of United Asset Strategies 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 United Asset Strategies 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 United Asset Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 28k 82.96
2025-06-30 $2.3M 28k 82.86
2025-03-31 $1.6M 20k 82.73
2024-12-31 $709k 8.6k 81.98
2024-09-30 $743k 8.9k 83.15
2024-06-30 $741k 9.1k 81.65
2024-03-31 $770k 9.4k 81.78
2023-12-31 $782k 9.5k 82.04
2023-09-30 $1.1M 13k 80.97
2023-06-30 $1.0M 13k 81.08
2023-03-31 $1.0M 13k 82.16
2022-12-31 $1.1M 13k 81.17
2022-09-30 $1.2M 15k 81.20
2022-06-30 $1.4M 17k 82.82
2022-03-31 $1.6M 19k 83.37
2021-12-31 $1.7M 20k 85.56
2021-06-30 $328k 3.8k 86.11
2021-03-31 $464k 5.4k 86.29
2020-12-31 $963k 11k 86.36
2020-09-30 $428k 4.9k 86.60
2020-06-30 $948k 11k 86.64
2020-03-31 $966k 11k 86.64
2019-06-30 $235k 2.8k 84.90
2019-03-31 $236k 2.8k 84.02
2018-06-30 $214k 2.6k 83.40
2018-03-31 $349k 4.2k 83.61
2017-12-31 $369k 4.4k 83.81
2017-09-30 $351k 4.2k 84.33
2017-06-30 $544k 6.4k 84.50
2017-03-31 $707k 8.4k 84.49
2016-12-31 $717k 8.5k 84.47
2016-09-30 $714k 8.4k 85.00
2016-06-30 $723k 8.5k 85.35

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View all positions for United Asset Strategies

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