iShares Lehman 7-10 Yr Treas. Bond shares owned by Ballast Advisors
Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in iShares Lehman 7-10 Yr Treas. Bond
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Quarterly reported holdings in iShares Lehman 7-10 Yr Treas. Bond by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $137k | 1.4k | 96.46 |
| 2025-06-30 | $136k | 1.4k | 95.77 |
| 2025-03-31 | $73k | 760 | 95.37 |
| 2024-12-31 | $108k | 1.2k | 92.45 |
| 2024-09-30 | $125k | 1.3k | 98.12 |
| 2024-06-30 | $123k | 1.3k | 93.65 |
| 2024-03-31 | $145k | 1.5k | 94.66 |
| 2023-12-31 | $166k | 1.7k | 96.39 |
| 2023-09-30 | $206k | 2.3k | 91.59 |
| 2023-06-30 | $372k | 3.8k | 96.60 |
| 2023-03-31 | $384k | 3.9k | 99.12 |
| 2022-12-31 | $393k | 4.1k | 95.78 |
| 2022-09-30 | $420k | 4.4k | 96.02 |
| 2022-06-30 | $466k | 4.6k | 102.26 |
| 2022-03-31 | $491k | 4.6k | 107.37 |
| 2021-12-31 | $443k | 3.9k | 115.04 |
| 2021-09-30 | $444k | 3.9k | 115.29 |
| 2021-06-30 | $341k | 3.0k | 115.40 |
| 2021-03-31 | $334k | 3.0k | 113.03 |
| 2020-12-31 | $362k | 3.0k | 119.83 |
| 2020-09-30 | $433k | 3.6k | 121.80 |
| 2020-06-30 | $110k | 903 | 121.82 |
| 2020-03-31 | $110k | 903 | 121.82 |
| 2019-12-31 | $100k | 903 | 110.74 |
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