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iShares Lehman 1-3 Year Treas.Bond shares owned by Wagner Bowman Management

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Wagner Bowman Management from 13F filings

Historical chart of Wagner Bowman Management 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 Wagner Bowman Management 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 Wagner Bowman Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $531k 6.5k 82.32
2023-09-30 $202k 2.5k 80.99
2023-06-30 $338k 4.2k 81.08
2023-03-31 $664k 8.1k 82.16
2022-06-30 $552k 6.7k 82.65
2022-03-31 $1.0M 12k 83.05
2021-12-31 $587k 6.9k 85.54

More positions owned by Wagner Bowman Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Inf Tech Etf (VGT)
Spdr Series Trust State Street Spd (SPYM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Dynamic Eqty Act (BDYN)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Wagner Bowman Management

Top funds holding iShares Lehman 1-3 Year Treas.Bond

Morgan Stanley
Captrust Financial Advisors
Bank of America Corporation
BlackRock
Ameriprise Financial
LPL Financial
Wells Fargo & Company
Bank of New York Mellon
UBS Group
Raymond James Financial
Bank Of Montreal
Envestnet Asset Management
Royal Bank of Canada
Assetmark
HPM Partners

View all funds holding iShares Lehman 1-3 Year Treas.Bond