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iShares Lehman 7-10 Yr Treas. Bond shares owned by CoreCap Advisors

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

Historical chart of CoreCap Advisors 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 CoreCap Advisors 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 CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 51k 98.12
2024-03-31 $471k 5.0k 94.65
2023-12-31 $295k 3.1k 96.38
2023-09-30 $2.9M 32k 91.59
2023-06-30 $1.3M 13k 96.60
2022-12-31 $1.5M 15k 95.79
2022-09-30 $2.1M 22k 95.98
2022-06-30 $2.2M 21k 102.32
2022-03-31 $3.3M 31k 107.47
2021-12-31 $4.6M 40k 115.00

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Amazon (AMZN)

View all positions for CoreCap Advisors

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

Fisher Investments
FMR
Jpmorgan Chase & Co
Wealthfront Advisers
Envestnet Asset Management
Bank Of Montreal
Ameriprise Financial
Bank of America Corporation
Pnc Financial Services
Captrust Financial Advisors
Raymond James Financial
Morgan Stanley
Sona Asset Management
Raymond James & Associates
Ronald Blue Trust

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