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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
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)
Janus Detroit Str Tr (JAAA)
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF)
Dimensional Etf Trust National Municip (DFNM)
Vanguard Small-Cap ETF (VB)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Capital Group Core Plus Inco (CGCP)
J P Morgan Exchange Traded F ultra shrt (JPST)
PIMCO Enhanced Short Mat Str Fund ETF (MINT)
Vanguard Total Stock Market ETF (VTI)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard Europe Pacific ETF (VEA)
Dimensional Etf Trust (DFIV)

View all positions for Compass Financial

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