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

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

Historical chart of Westwood Wealth 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 Westwood Wealth 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 Westwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 26k 82.96
2025-06-30 $1.1M 14k 82.86

More positions owned by Westwood Wealth Management

NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Proshares Tr Pshs Ultra Qqq (QLD)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Oklo Com Cl A (OKLO)
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL)
Palantir Technologies Cl A (PLTR)
Tesla Motors (TSLA)
Amazon (AMZN)
Direxion Shs Etf Tr Drx S&p500bull (SPXL)
Vaneck Etf Trust Semiconductr Etf (SMH)
Palo Alto Networks (PANW)

View all positions for Westwood Wealth 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