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

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

Historical chart of Centric 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 Centric 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 Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.4M 57k 94.63
2023-09-30 $4.6M 50k 91.59
2023-06-30 $4.8M 50k 95.08
2023-03-31 $5.0M 51k 99.12
2022-12-31 $580k 6.1k 95.78
2022-03-31 $2.3M 21k 107.46

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Apple (AAPL)
Wisdomtree Tr Futre Strat Fd (WTMF)
Eli Lilly & Co. (LLY)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
Tesla Motors (TSLA)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Proshares Tr Ii Ultra Bloomberg (BOIL)
Hartford Fds Exchange Traded Shrt Durtn Etf (HSRT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Microsoft Corporation (MSFT)
Marathon Petroleum Corp (MPC)
Visa Com Cl A (V)
Mastercard Incorporated Cl A (MA)
Ab Active Etfs Ultra Short Incm (YEAR)

View all positions for Centric Wealth Management

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

Jpmorgan Chase & Co
UBS Group
Pnc Financial Services
Fisher Investments
Bank of America Corporation
Raymond James & Associates
Captrust Financial Advisors
Charles Schwab Investment Management
Citadel Advisors
Ronald Blue Trust
Nationwide Fund Advisors
MEMBERS Trust
Bank Julius Baer & Co. Ltd, Zurich
Bank Of Montreal
Goldman Sachs Group

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