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iShares Lehman 7-10 Yr Treas. Bond shares owned by Heritage Wealth Partners

Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by Heritage Wealth Partners from 13F filings

Historical chart of Heritage Wealth Partners 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 Heritage Wealth Partners 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 Heritage Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $736k 7.6k 96.40
2023-12-31 $736k 7.6k 96.40
2023-09-30 $709k 7.7k 91.59
2023-06-30 $1.3M 14k 96.60
2022-12-31 $3.5M 36k 96.14

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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Short Treas Bd (SHV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Heritage Wealth Partners

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