iShares Lehman 1-3 Year Treas.Bond shares owned by Wealthquest
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Wealthquest
from 13F filings
Historical chart of Wealthquest 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 Wealthquest consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Wealthquest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $253k | 3.1k | 82.82 |
| 2025-06-30 | $241k | 2.9k | 82.86 |
| 2025-03-31 | $235k | 2.8k | 82.73 |
| 2023-03-31 | $1.2M | 15k | 82.16 |
| 2022-12-31 | $1.2M | 15k | 81.17 |
| 2022-03-31 | $25M | 293k | 85.54 |
| 2021-12-31 | $25M | 293k | 85.54 |
| 2021-09-30 | $24M | 275k | 86.15 |
| 2021-06-30 | $21M | 246k | 86.16 |
| 2021-03-31 | $18M | 212k | 86.25 |
| 2020-12-31 | $16M | 189k | 86.38 |
| 2020-09-30 | $15M | 176k | 86.51 |
| 2020-06-30 | $15M | 173k | 86.61 |
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