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iShares Lehman 7-10 Yr Treas. Bond shares owned by AlphaCore Capital

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

Historical chart of AlphaCore Capital 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 AlphaCore Capital 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 AlphaCore Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.2M 65k 96.16
2025-09-30 $168k 1.7k 96.47
2025-06-30 $170k 1.8k 95.76
2025-03-31 $167k 1.8k 95.36
2023-09-30 $91k 992 91.62
2023-06-30 $8.7k 90 96.60
2021-09-30 $78k 677 115.21
2021-03-31 $24k 211 113.74

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

Fisher Investments
FMR
Jpmorgan Chase & Co
UBS Group
Ameriprise Financial
Goldman Sachs Group
Envestnet Asset Management
Carronade Capital Management
Pnc Financial Services
Raymond James Financial
Ronald Blue Trust
LPL Financial
Captrust Financial Advisors
Northwestern Mutual Wealth Management Company
Jane Street

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