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iShares Lehman 7-10 Yr Treas. Bond shares owned by Angeles Wealth Management

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

Historical chart of Angeles Wealth Management 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 Angeles Wealth Management 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 Angeles Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $35k 386 91.59
2023-06-30 $37k 386 96.60

More positions owned by Angeles Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ares Management Corporation Cl A Com Stk (ARES)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Msci World Etf (URTH)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Apple (AAPL)

View all positions for Angeles Wealth Management

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