Wealthedge Investment Advisors »

iShares Lehman 1-3 Year Treas.Bond shares owned by Wealthedge Investment Advisors

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

Historical chart of Wealthedge Investment Advisors investment in iShares Lehman 1-3 Year Treas.Bond

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0012.424551M2.4245515M2.424552M2.4245525M2.424553M29.574k29.5745k29.575k29.5755k29.576k
Value ($)Share countHistorical SHY position of Wealthedge Investment Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman 1-3 Year Treas.Bond held by Wealthedge Investment Advisors 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 Wealthedge Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.4M 30k 81.98

More positions owned by Wealthedge Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Amazon (AMZN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)

View all positions for Wealthedge Investment Advisors

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

Morgan Stanley
BlackRock
Bank of America Corporation
Jpmorgan Chase & Co
Captrust Financial Advisors
LPL Financial
Wells Fargo & Company
UBS Group
Bank Of Montreal
Raymond James Financial
Envestnet Asset Management
Bank of New York Mellon
Assetmark
PineBridge Investments
Ameriprise Financial

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