iShares Lehman 7-10 Yr Treas. Bond shares owned by Circle Wealth Management
Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle 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 Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman 7-10 Yr Treas. Bond by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 45k | 96.46 |
| 2025-06-30 | $3.9M | 41k | 95.77 |
| 2025-03-31 | $3.9M | 41k | 95.37 |
| 2024-12-31 | $3.9M | 42k | 92.45 |
| 2024-09-30 | $4.8M | 49k | 98.12 |
| 2024-06-30 | $2.0M | 21k | 93.65 |
| 2024-03-31 | $2.0M | 21k | 94.66 |
| 2023-12-31 | $2.2M | 23k | 96.39 |
| 2023-09-30 | $2.1M | 23k | 91.59 |
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