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iShares Lehman 1-3 Year Treas.Bond shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $492k 5.9k 82.96
2025-06-30 $744k 9.0k 82.86
2024-12-31 $1.1M 13k 81.98
2024-06-30 $222k 2.7k 81.65
2024-03-31 $214k 2.6k 81.78
2023-09-30 $491k 6.1k 80.97
2020-03-31 $392k 4.5k 86.74

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Wal-Mart Stores (WMT)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Apple (AAPL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)

View all positions for Waterloo Capital

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