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iShares Lehman 7-10 Yr Treas. Bond shares owned by Sovereign Financial Group

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

Historical chart of Sovereign Financial Group 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 Sovereign Financial Group 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 Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $290k 3.1k 94.66
2023-12-31 $319k 3.3k 96.39
2023-09-30 $304k 3.3k 91.60
2023-06-30 $234k 2.4k 96.58

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)

View all positions for Sovereign Financial Group

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
Citigroup
Susquehanna International
Nationwide Fund Advisors
MEMBERS Trust
Bank Julius Baer & Co. Ltd, Zurich

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