SHY — iShares 1-3 Year Treasury Bond

Ownership history in LEUTHOLD GROUP, LLC  ·  29 quarters on record

This page tracks every 13F SEC filing in which LEUTHOLD GROUP, LLC reported a position in iShares 1-3 Year Treasury Bond (SHY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.9% (2023 Q3)
Avg. % of fund
0.86%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 154,959 -5,440 -3.4% 1.39% $12.8M $82.35
2025 Q3 REDUCED 160,399 -5,373 -3.2% 1.46% $13.3M $81.48
2025 Q2 REDUCED 165,772 -88 -0.1% 1.64% $13.7M $80.60
2025 Q1 ADDED 165,860 +45,944 +38.3% 1.78% $13.7M $79.69
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SHY price (monthly, adj. close)

Other funds also holding SHY

As of 2025 Q4 — sorted by position size

Santa Clara Valley Transportation Authority 22.94% Mader & Shannon Wealth Management, Inc. 3Y 7Y 13.65% Birchcreek Wealth Management, LLC 3Y 11.57% Lake Hills Wealth Management, LLC 3Y 9.9% TFC Financial Management, Inc. 3Y 9.69% LWM ADVISORS INC 7.77% America First Investment Advisors, LLC 3Y 7Y 7.62% INSIGHT 2811, INC. 3Y 7Y 7.61% Kiker Wealth Management, LLC 6.28% Mizuho Markets Cayman LP 3Y 6.15%
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