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iShares Lehman 7-10 Yr Treas. Bond shares owned by Acorn Wealth Advisors

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

Historical chart of Acorn Wealth Advisors 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 Acorn Wealth Advisors 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 Acorn Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 14k 96.46
2024-09-30 $466k 4.7k 98.11
2024-06-30 $261k 2.8k 93.65
2024-03-31 $290k 3.1k 94.66
2023-12-31 $294k 3.0k 96.40
2018-03-31 $4.0k 40 100.00
2017-12-31 $4.0k 40 100.00

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View all positions for Acorn Wealth Advisors

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