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iShares Lehman 3-7 Yr Treasury Bond shares owned by Grubman Wealth Management

Quarter-by-quarter ownership of iShares Lehman 3-7 Yr Treasury Bond (IEI) shares owned by Grubman Wealth Management from 13F filings

Historical chart of Grubman Wealth Management investment in iShares Lehman 3-7 Yr Treasury Bond

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All positions including iShares Lehman 3-7 Yr Treasury Bond held by Grubman Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman 3-7 Yr Treasury Bond by Grubman Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $27M 233k 117.13
2023-09-30 $25M 221k 113.16
2023-06-30 $26M 226k 115.26
2023-03-31 $29M 245k 117.65
2022-12-31 $18M 157k 114.89
2022-09-30 $20M 177k 114.28
2022-06-30 $20M 168k 119.34
2022-03-31 $21M 173k 122.05
2021-12-31 $18M 142k 128.67
2021-09-30 $23M 179k 130.17
2021-06-30 $22M 171k 130.53
2021-03-31 $21M 161k 129.89
2020-12-31 $19M 145k 132.98
2020-09-30 $16M 118k 133.59
2020-06-30 $16M 120k 133.67
2020-03-31 $15M 115k 133.34
2019-12-31 $12M 95k 125.75
2019-09-30 $9.0M 71k 126.80
2019-06-30 $8.0M 64k 125.76
2019-03-31 $7.9M 64k 123.19
2018-12-31 $8.0M 66k 121.39
2018-09-30 $4.1M 34k 119.08
2018-06-30 $4.1M 34k 120.01
2018-03-31 $4.2M 35k 120.63
2017-12-31 $4.2M 34k 122.16
2017-09-30 $4.2M 34k 123.51
2017-06-30 $4.1M 33k 123.57
2017-03-31 $4.0M 32k 123.06
2016-12-31 $3.6M 29k 122.52
2016-09-30 $3.6M 29k 126.54
2016-06-30 $3.8M 30k 127.35
2016-03-31 $3.7M 30k 125.96
2015-12-31 $2.9M 24k 124.64
2015-09-30 $3.0M 24k 124.66
2015-06-30 $2.5M 21k 122.96
2015-03-31 $2.2M 18k 124.15

More positions owned by Grubman Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Grubman Wealth Management

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Bank of America Corporation
Charles Schwab Investment Advisory
Branch Banking & Trust Company
HPM Partners
Assetmark
Bank Julius Baer & Co. Ltd, Zurich
Janney Montgomery Scott
Creative Planning
UBS Group
Wells Fargo & Company
Charles Schwab Investment Management
Matson Money
Stifel Financial
WestEnd Advisors

View all funds holding iShares Lehman 3-7 Yr Treasury Bond