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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman 3-7 Yr Treasury Bond held by Upper Left 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 Upper Left Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 11k 115.81
2023-12-31 $1.7M 15k 117.13

More positions owned by Upper Left Wealth Management

Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Ftse Int Gvt Etf (WIP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Ser Tr Bloomberg Intl T (BWX)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr Msci China Etf (MCHI)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Upper Left 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
Bank Julius Baer & Co. Ltd, Zurich
Janney Montgomery Scott
Creative Planning
Assetmark
UBS Group
Wells Fargo & Company
Matson Money
LPL Financial
Stifel Financial
WestEnd Advisors

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