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

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

Historical chart of Whalen 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 Whalen 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 Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $390k 4.7k 82.96
2025-06-30 $370k 4.5k 82.86
2024-12-31 $381k 4.6k 81.98
2024-09-30 $29M 351k 83.15
2024-06-30 $28M 339k 81.65

More positions owned by Whalen Wealth Management

Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Amazon (AMZN)
Apple (AAPL)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Whalen 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