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iShares Lehman 7-10 Yr Treas. Bond shares owned by BankPlus Wealth Management

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

Historical chart of BankPlus Wealth Management 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 BankPlus Wealth Management 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 BankPlus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $214k 2.2k 96.16

More positions owned by BankPlus Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Russell 2000 Etf (IWM)
T Rowe Price Etf Total Return Etf (TOTR)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for BankPlus Wealth Management

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
Captrust Financial Advisors
LPL Financial
Northwestern Mutual Wealth Management Company
Jane Street

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