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

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

Historical chart of Capital Advisors Wealth Management 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 Capital Advisors 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 Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 46k 96.46
2025-06-30 $6.7M 70k 95.77
2025-03-31 $265k 2.8k 95.36
2024-12-31 $279k 3.0k 92.44
2023-09-30 $657k 7.2k 91.59
2023-06-30 $968k 10k 96.60
2023-03-31 $1.0M 11k 99.12
2021-03-31 $279k 2.5k 112.91