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

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

Historical chart of Bright Futures 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 Bright Futures 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 Bright Futures Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 51k 94.57
2024-06-30 $4.5M 46k 97.68
2024-03-31 $4.1M 43k 94.15

More positions owned by Bright Futures Wealth Management

Spdr Ser Tr S&p Regl Bkg (KRE)
Pacer Fds Tr Pacer Us Small (CALF)
Ishares Tr 3 7 Yr Treas Bd (IEI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Amazon (AMZN)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)
Apple (AAPL)
Blackstone Mtg Tr Com Cl A (BXMT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Cap Stk Cl C (GOOG)
M&T Bank Corporation (MTB)

View all positions for Bright Futures Wealth Management

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

Fisher Investments
FMR
Jpmorgan Chase & Co
Ameriprise Financial
Envestnet Asset Management
Bank of America Corporation
Citadel Advisors
Pnc Financial Services
UBS Group
Captrust Financial Advisors
Bank Of Montreal
Sona Asset Management
Raymond James & Associates
Ronald Blue Trust
Northwestern Mutual Wealth Management Company

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