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

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

Historical chart of Capstone Wealth Management Group 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 Capstone Wealth Management Group 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 Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.6M 48k 96.16

More positions owned by Capstone Wealth Management Group

Ishares Tr Trust Ishare 0-1 (SHV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Broadcom (AVGO)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Mega Cap Val Etf (MGV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

View all positions for Capstone Wealth Management Group

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

Fisher Investments
FMR
Jpmorgan Chase & Co
UBS Group
Ameriprise Financial
Goldman Sachs Group
Envestnet Asset Management
Carronade Capital Management
Pnc Financial Services
Raymond James Financial
Ronald Blue Trust
LPL Financial
Captrust Financial Advisors
Northwestern Mutual Wealth Management Company
Jane Street

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