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iShares Lehman 7-10 Yr Treas. Bond shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $261k 2.8k 93.65
2024-03-31 $227k 2.4k 94.66
2023-12-31 $250k 2.6k 96.39
2023-09-30 $222k 2.4k 91.59
2023-06-30 $314k 3.3k 96.60
2023-03-31 $25k 252 99.12

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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