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iShares Lehman 7-10 Yr Treas. Bond shares owned by Ballast Rock Private Wealth

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

Historical chart of Ballast Rock Private Wealth 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 Ballast Rock Private Wealth 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 Ballast Rock Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $536k 5.6k 95.44

More positions owned by Ballast Rock Private Wealth

Apple (AAPL)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)
Ishares Tr Calif Mun Bd Etf (CMF)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Ballast Rock Private Wealth

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

Fisher Investments
FMR
Bank of America Corporation
Ameriprise Financial
Envestnet Asset Management
Morgan Stanley
Jane Street
UBS Group
Goldman Sachs Group
Pnc Financial Services
Ronald Blue Trust
Raymond James Financial
LPL Financial
Captrust Financial Advisors
Northwestern Mutual Wealth Management Company

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