Roundview Capital »

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

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

Historical chart of Roundview Capital 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 Roundview Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 7-10 Yr Treas. Bond by Roundview Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $919k 9.7k 94.66
2023-12-31 $910k 9.4k 96.39
2023-09-30 $828k 9.0k 91.59

More positions owned by Roundview Capital

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
NVIDIA Corporation (NVDA)
Mastercard Incorporated Cl A (MA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Roundview Capital

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
Ronald Blue Trust
Citadel Advisors
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