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iShares Lehman 1-3 Year Treas.Bond shares owned by West Wealth Group

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

Historical chart of West Wealth Group 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 West Wealth Group 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 West Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $299k 3.6k 82.84
2025-09-30 $298k 3.6k 82.98
2025-06-30 $251k 3.0k 82.71
2025-03-31 $212k 2.6k 82.50

More positions owned by West Wealth Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Vanguard World Mega Cap Index (MGC)
Spdr Series Trust State Street Spd (SPYM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core Univrsl Usd (IUSB)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Calif Mun Bd Etf (CMF)
Blackrock Etf Trust Ishares A I Inno (BAI)
Apple (AAPL)
Global X Fds Defense Tech Etf (SHLD)
J P Morgan Exchange Traded F Us Momentum (JMOM)

View all positions for West Wealth Group

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

Captrust Financial Advisors
BlackRock
Jpmorgan Chase & Co
LPL Financial
UBS Group
Bank of New York Mellon
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
Royal Bank of Canada
PineBridge Investments
Envestnet Asset Management
HPM Partners
Branch Banking & Trust Company
Manufacturers Life Insurance Company

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