Wellspring Financial Advisors »

iShares Lehman 1-3 Year Treas.Bond shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors 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 Wellspring Financial 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 21k 82.96
2025-06-30 $26M 318k 82.86
2025-03-31 $30M 368k 82.73
2024-12-31 $15M 182k 81.98
2024-09-30 $14M 165k 83.15
2024-06-30 $11M 133k 81.65
2024-03-31 $9.1M 112k 81.78
2023-09-30 $1.6M 20k 80.97
2023-06-30 $1.6M 20k 81.08
2023-03-31 $408k 5.0k 82.17
2022-12-31 $333k 4.1k 81.17

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Health Care Select Sector Spdr Sbi Healthcare (XLV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Technology Select Sector Spdr Technology (XLK)
Apple (AAPL)

View all positions for Wellspring Financial Advisors

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