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

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

Historical chart of Circle Wealth Management 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 Circle 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 Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 23k 96.39
2023-09-30 $2.1M 23k 91.59

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Nike CL B (NKE)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Starbucks Corporation (SBUX)

View all positions for Circle Wealth Management

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

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

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