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iShares Lehman 7-10 Yr Treas. Bond shares owned by Pasadena Private Wealth

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

Historical chart of Pasadena Private Wealth 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 Pasadena Private Wealth 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 Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $242k 2.6k 94.68
2023-12-31 $234k 2.4k 96.37
2022-03-31 $1.5M 14k 107.45
2021-12-31 $2.4M 21k 115.01

More positions owned by Pasadena Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pacer Fds Tr Pacer Us Small (CALF)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Flexshares Tr Mornstar Upstr (GUNR)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Direxion Shs Etf Tr Auspce Cmd Stg (COM)
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Pasadena Private Wealth

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

Fisher Investments
Jpmorgan Chase & Co
UBS Group
Pnc Financial Services
Bank of America Corporation
Raymond James & Associates
Captrust Financial Advisors
Charles Schwab Investment Management
Ronald Blue Trust
Citadel Advisors
Citigroup
Susquehanna International
LPL Financial
Nationwide Fund Advisors
MEMBERS Trust

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