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iShares Lehman 1-3 Year Treas.Bond shares owned by Wealth Enhancement Trust Services

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Wealth Enhancement Trust Services from 13F filings

Historical chart of Wealth Enhancement Trust Services 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 Wealth Enhancement Trust Services 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 Wealth Enhancement Trust Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 13k 82.57
2025-12-31 $185k 2.2k 82.82

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Microsoft Corporation (MSFT)
Ssga Active Etf Tr State Street Mul (RLY)
Alphabet Cap Stk Cl A (GOOGL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Visa Com Cl A (V)
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Amazon (AMZN)
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Johnson & Johnson (JNJ)

View all positions for Wealth Enhancement Trust Services

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