Addison Advisors »

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

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

Historical chart of Addison Advisors 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 Addison Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Addison Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $690k 8.4k 81.78
2023-12-31 $392k 4.8k 82.04
2023-09-30 $212k 2.6k 80.97

More positions owned by Addison Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Msci Usa Value (VLUE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Ishares Tr U S Equity Factr (LRGF)

View all positions for Addison Advisors

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

Morgan Stanley
BlackRock
Bank of America Corporation
Jpmorgan Chase & Co
Assetmark
Wells Fargo & Company
Balentine
UBS Group
Bank Of Montreal
Envestnet Asset Management
LPL Financial
Captrust Financial Advisors
Branch Banking & Trust Company
Bank of New York Mellon
Royal Bank of Canada

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