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

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

Historical chart of WorthPointe 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 WorthPointe 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 WorthPointe

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.8M 34k 82.57
2025-06-30 $1.0M 12k 82.86
2023-03-31 $421k 5.1k 82.16
2022-12-31 $881k 11k 81.17
2022-09-30 $916k 11k 81.23
2022-06-30 $959k 12k 82.78
2022-03-31 $933k 11k 83.38

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View all positions for WorthPointe

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

Morgan Stanley
Captrust Financial Advisors
Bank of America Corporation
BlackRock
Ameriprise Financial
LPL Financial
Wells Fargo & Company
Bank of New York Mellon
UBS Group
Raymond James Financial
Bank Of Montreal
Envestnet Asset Management
Royal Bank of Canada
Assetmark
HPM Partners

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