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iShares Lehman 1-3 Year Treas.Bond shares owned by Beverly Hills Private Wealth

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

Historical chart of Beverly Hills Private Wealth 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 Beverly Hills Private Wealth 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 Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $520k 6.4k 81.77
2023-09-30 $512k 6.3k 80.97
2023-06-30 $1.0M 12k 81.07
2023-03-31 $282k 3.4k 82.16
2022-12-31 $252k 3.1k 81.17

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View all positions for Beverly Hills Private Wealth

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