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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All positions including iShares Lehman 7-10 Yr Treas. Bond held by Ballast Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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