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iShares Lehman 7-10 Yr Treas. Bond shares owned by Compass Financial

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

Historical chart of Compass Financial 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 Compass Financial 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 Compass Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.3M 75k 98.12
2024-06-30 $7.0M 74k 94.16
2024-03-31 $7.0M 74k 94.66
2023-12-31 $7.1M 74k 96.39

More positions owned by Compass Financial

iShares S&P 500 Index (IVV)
iShares Russell 3000 Index (IWV)
iShares Russell 1000 Growth Index (IWF)
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF)
Janus Detroit Str Tr (JAAA)
Vanguard Small-Cap ETF (VB)
Dimensional Etf Trust National Municip (DFNM)
Vanguard Total Stock Market ETF (VTI)
Franklin Templeton Etf Tr ftse japan etf (FLJP)
Innovator Etfs Tr russell 2000 p (KOCT)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Capital Group Core Plus Inco (CGCP)
PIMCO Enhanced Short Mat Str Fund ETF (MINT)
Vanguard Europe Pacific ETF (VEA)

View all positions for Compass Financial

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

Fisher Investments
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Citadel Advisors
Pnc Financial Services
Captrust Financial Advisors
Sona Asset Management
Raymond James & Associates
Ronald Blue Trust
Northwestern Mutual Wealth Management Company
BlackRock
BlackRock
LPL Financial

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