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

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

Historical chart of Bogart Wealth 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 Bogart 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 Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $62M 628k 98.12
2024-06-30 $79M 840k 93.65
2024-03-31 $78M 820k 94.66
2023-12-31 $69M 721k 96.39
2023-09-30 $31M 338k 91.59
2023-06-30 $16M 170k 96.60
2023-03-31 $17k 166 99.12
2022-12-31 $16k 166 95.78
2022-09-30 $18k 183 98.36
2022-06-30 $17k 166 102.41
2022-03-31 $999 12 83.33
2021-12-31 $999 12 83.33
2021-09-30 $999 12 83.33
2021-06-30 $999 12 83.33
2021-03-31 $999 12 83.33
2020-12-31 $999 12 83.33
2020-09-30 $999 12 83.33
2020-06-30 $999 12 83.33
2020-03-31 $999 12 83.33
2019-12-31 $999 12 83.33
2019-09-30 $2.0k 15 133.33
2019-06-30 $2.0k 20 100.00
2019-03-31 $8.0k 79 101.27
2018-12-31 $8.0k 85 94.12

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Acwi Etf Etf (ACWI)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Ishares Core Dividend Growth Etf Etf (DGRO)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Vanguard Total International Stock Etf Etf (VXUS)
Capital Group Dividend Value Etf Etf (CGDV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)

View all positions for Bogart Wealth

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

Fisher Investments
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Citadel Advisors
Pnc Financial Services
Captrust Financial Advisors
Sona Asset Management
Raymond James & Associates
Ronald Blue Trust
Northwestern Mutual Wealth Management Company
BlackRock
BlackRock
LPL Financial

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