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iShares Lehman 7-10 Yr Treas. Bond shares owned by Charter Trust

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

Historical chart of Charter Trust 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 Charter Trust 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 Charter Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $225k 2.4k 95.44
2023-09-30 $204k 2.2k 91.59
2023-06-30 $215k 2.2k 96.60
2022-12-31 $208k 2.2k 95.78
2022-09-30 $401k 4.2k 96.02
2022-06-30 $440k 4.3k 102.25
2019-12-31 $243k 2.2k 110.35
2019-09-30 $287k 2.5k 112.64
2019-06-30 $303k 2.8k 110.10
2019-03-31 $221k 2.1k 106.87
2017-06-30 $209k 2.0k 106.74
2016-09-30 $203k 1.8k 112.15

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View all positions for Charter Trust

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

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

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