Wallace Advisory Group »

iShares Lehman 1-3 Year Treas.Bond shares owned by Wallace Advisory Group

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Wallace Advisory Group from 13F filings

Historical chart of Wallace Advisory Group 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 Wallace Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Wallace Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $296k 3.6k 82.11
2023-12-31 $573k 7.1k 80.97
2023-06-30 $528k 6.4k 82.16
2023-03-31 $528k 6.4k 82.16

More positions owned by Wallace Advisory Group

Merck & Co (MRK)
Chevron Corporation (CVX)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Cigna Corp (CI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Spdr Series Trust ST STR P500GRW (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Wallace Advisory Group

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

Morgan Stanley
Captrust Financial Advisors
Bank of America Corporation
BlackRock
FMR
Jpmorgan Chase & Co
Ameriprise Financial
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Raymond James Financial
UBS Group
Assetmark
Bank Of Montreal
Manufacturers Life Insurance Company

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