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iShares Lehman 7-10 Yr Treas. Bond shares owned by Capital Planning Advisors

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

Historical chart of Capital Planning Advisors investment in iShares Lehman 7-10 Yr Treas. Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman 7-10 Yr Treas. Bond held by Capital Planning 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 Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $616k 6.4k 96.39
2023-09-30 $34M 370k 91.59
2023-06-30 $38M 394k 96.60
2023-03-31 $24M 245k 99.12

More positions owned by Capital Planning Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Ishares Tr Msci Intl Qualty (IQLT)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Investment Managers Ser Tr Knwldl Ld Etf (KLDW)
Costco Wholesale Corporation (COST)

View all positions for Capital Planning Advisors

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

Jpmorgan Chase & Co
UBS Group
Pnc Financial Services
Fisher Investments
Bank of America Corporation
Raymond James & Associates
Captrust Financial Advisors
Charles Schwab Investment Management
Citadel Advisors
Ronald Blue Trust
Nationwide Fund Advisors
MEMBERS Trust
Bank Julius Baer & Co. Ltd, Zurich
Bank Of Montreal
Goldman Sachs Group

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