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iShares Lehman 7-10 Yr Treas. Bond shares owned by Capital Asset Advisory Services

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

Historical chart of Capital Asset Advisory Services 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 Asset Advisory Services 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 Asset Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 13k 96.46
2025-06-30 $1.3M 14k 95.29
2025-03-31 $1.4M 14k 95.31
2024-12-31 $1.5M 16k 92.35
2024-09-30 $1.7M 17k 96.20
2024-06-30 $1.1M 12k 94.06
2024-03-31 $1.1M 12k 93.14
2023-12-31 $1.2M 12k 96.39
2023-09-30 $1.1M 12k 91.54
2023-06-30 $1.1M 12k 96.53
2023-03-31 $1.2M 12k 99.12
2022-12-31 $1.5M 15k 95.78
2022-06-30 $916k 9.0k 102.33
2022-03-31 $474k 4.4k 107.56
2021-12-31 $4.4M 38k 115.00
2021-09-30 $1.9M 17k 115.22
2021-06-30 $1.2M 10k 115.49
2021-03-31 $90k 797 112.92
2020-12-31 $89k 741 120.11
2020-09-30 $78k 641 121.68
2020-06-30 $78k 641 121.68
2020-03-31 $41k 338 121.30
2019-12-31 $26 43 0.63
2018-09-30 $397k 3.9k 101.15
2018-06-30 $420k 4.1k 102.49
2018-03-31 $356k 3.4k 103.22
2017-12-31 $312k 3.0k 105.55
2017-09-30 $409k 3.8k 106.45
2017-06-30 $397k 3.7k 106.98
2017-03-31 $389k 3.7k 105.53
2016-06-30 $209k 1.9k 112.97

More positions owned by Capital Asset Advisory Services

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Gold Tr Ishares New (IAU)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Capital Asset Advisory Services

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