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iShares Lehman 1-3 Year Treas.Bond shares owned by Wernau Asset Management

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

Historical chart of Wernau Asset Management 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 Wernau Asset Management 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 Wernau Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $325k 3.9k 82.96
2025-06-30 $325k 3.9k 82.86
2025-03-31 $342k 4.1k 82.73
2024-12-31 $360k 4.4k 81.98

More positions owned by Wernau Asset Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Bank of America Corporation (BAC)
Pfizer (PFE)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
At&t (T)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Amazon (AMZN)
Unitil Corporation (UTL)
Procter & Gamble Company (PG)
Kkr & Co (KKR)

View all positions for Wernau Asset Management

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