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

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

Historical chart of Cadence 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 Cadence 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 Cadence Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 147k 96.46
2025-06-30 $12M 123k 95.77
2025-03-31 $11M 119k 95.37
2024-12-31 $6.3M 68k 92.45

More positions owned by Cadence Wealth Management

Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Silver Tr Ishares (SLV)
Spdr Series Trust S&p Oilgas Exp (XOP)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Gold Tr Gold Shs (GLD)
Sprott Asset Management Physical Gold An (CEF)
Select Sector Spdr Tr Energy (XLE)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard World Extended Dur (EDV)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Meta Platforms Cl A (META)

View all positions for Cadence Wealth Management

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

Fisher Investments
FMR
Jpmorgan Chase & Co
Ameriprise Financial
Envestnet Asset Management
Morgan Stanley
Pnc Financial Services
Bank Of Montreal
Barclays
Raymond James Financial
Ronald Blue Trust
UBS Group
Captrust Financial Advisors
Susquehanna International
Jane Street

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