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

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

Historical chart of WESCAP 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 WESCAP 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 WESCAP Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 46k 82.96
2025-06-30 $3.4M 41k 82.86
2025-03-31 $3.5M 42k 82.73
2024-12-31 $1.7M 21k 81.98
2024-09-30 $1.6M 20k 83.15
2024-06-30 $1.1M 13k 81.65
2024-03-31 $713k 8.7k 81.78

More positions owned by WESCAP Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Gold Tr Ishares New (IAU)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Fundamental Intl (FNDF)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr Series Trust Bloomberg Invt (FLRN)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Hdg Msci Eafe (HEFA)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

View all positions for WESCAP 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