49 Wealth Management »

iShares Lehman 7-10 Yr Treas. Bond shares owned by 49 Wealth Management

Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 Wealth Management investment in iShares Lehman 7-10 Yr Treas. Bond

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All positions including iShares Lehman 7-10 Yr Treas. Bond held by 49 Wealth Management 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 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 20k 98.12
2024-06-30 $2.8M 30k 92.67
2024-03-31 $14M 149k 93.53
2023-12-31 $13M 137k 96.39

More positions owned by 49 Wealth Management

Opal Dividend Income Etf Opal Divd Incm E (DIVZ)
Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Msci Usa Qlty Fact Etf Msci Usa Qlt Fct (QUAL)
Spdr Bloomberg 1 3 Mnth T Bll Etf Bloomberg 1-3 Mo (BIL)
Spdr Portfolio S&p 600 Small Cap Etf Portfolio S&p600 (SPSM)
Vanguard Value Etf Value Etf (VTV)
Ishs Msci Intl Quality Fact Etf Msci Intl Qualty (IQLT)
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)
Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG)
Vanguard Long Term Treasury Etf Long Term Treas (VGLT)
Invsc Actvly Mng Optm Yd Dvrs Etf Optimum Yield (PDBC)
Invsc Bulletshares 2027 Crp Bnd Etf Bulshs 2027 Cb (BSCR)
Us Treasury 12 Month Bill Etf Us Treasry 12 Mt (OBIL)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

View all positions for 49 Wealth Management

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

Fisher Investments
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Citadel Advisors
Pnc Financial Services
Captrust Financial Advisors
Sona Asset Management
Raymond James & Associates
Ronald Blue Trust
Northwestern Mutual Wealth Management Company
BlackRock
BlackRock
LPL Financial

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