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iShares Lehman 7-10 Yr Treas. Bond shares owned by Accretive Wealth Partners

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

Historical chart of Accretive Wealth Partners 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 Accretive Wealth Partners 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 Accretive Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 3.0k 96.46
2025-06-30 $287k 3.0k 95.77
2025-03-31 $341k 3.6k 94.77
2024-12-31 $333k 3.6k 92.45
2024-09-30 $353k 3.6k 98.12
2020-12-31 $245k 2.0k 120.16

More positions owned by Accretive Wealth Partners

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
World Gold Tr Spdr Gld Minis (GLDM)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Sp Smcp600vl Etf (IJS)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr S&P SML 600 GWT (IJT)
Progressive Corporation (PGR)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Accretive Wealth Partners

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

Fisher Investments
FMR
Jpmorgan Chase & Co
Ameriprise Financial
Envestnet Asset Management
Morgan Stanley
Pnc Financial Services
Bank Of Montreal
Barclays
Raymond James Financial
Ronald Blue Trust
UBS Group
Captrust Financial Advisors
Susquehanna International
Jane Street

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