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iShares Lehman 7-10 Yr Treas. Bond shares owned by Davies Financial Advisors

Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by Davies Financial Advisors from 13F filings

Historical chart of Davies Financial Advisors investment in iShares Lehman 7-10 Yr Treas. Bond

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All positions including iShares Lehman 7-10 Yr Treas. Bond held by Davies Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman 7-10 Yr Treas. Bond by Davies Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $393k 4.1k 94.66

More positions owned by Davies Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Advanced Micro Devices (AMD)
Etf Ser Solutions Nationwide Nasdq (NUSI)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)

View all positions for Davies Financial Advisors

Top funds holding iShares Lehman 7-10 Yr Treas. Bond

FMR
Fisher Investments
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Citadel Advisors
Ameriprise Financial
Bank of America Corporation
Pnc Financial Services
Morgan Stanley
Captrust Financial Advisors
Raymond James & Associates
Charles Schwab Investment Management
Northwestern Mutual Wealth Management Company
Ronald Blue Trust

View all funds holding iShares Lehman 7-10 Yr Treas. Bond