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

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

Historical chart of Balboa 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 Balboa 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 Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 2.5k 96.47
2025-06-30 $333k 3.5k 95.76
2023-09-30 $1.9M 21k 91.59
2023-06-30 $287k 3.0k 96.60

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View all positions for Balboa 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