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iShares Lehman 7-10 Yr Treas. Bond shares owned by Advisor OS

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

Historical chart of Advisor OS 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 Advisor OS 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 Advisor OS

Quarter filed Position value Share count Share price at filing
2023-12-31 $41M 426k 96.39
2023-09-30 $34M 370k 91.59
2023-06-30 $32M 328k 96.60
2023-03-31 $5.5M 56k 99.12
2022-12-31 $1.6M 16k 95.78
2022-09-30 $982k 10k 96.01

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Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Advisor OS

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

Jpmorgan Chase & Co
UBS Group
Pnc Financial Services
Fisher Investments
Bank of America Corporation
Raymond James & Associates
Captrust Financial Advisors
Charles Schwab Investment Management
Citadel Advisors
Ronald Blue Trust
Nationwide Fund Advisors
MEMBERS Trust
Bank Julius Baer & Co. Ltd, Zurich
Bank Of Montreal
Goldman Sachs Group

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