CWC Advisors »

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

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

Historical chart of CWC Advisors investment in iShares Lehman 7-10 Yr Treas. Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman 7-10 Yr Treas. Bond held by CWC Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 7-10 Yr Treas. Bond by CWC Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $333k 3.6k 92.45
2024-09-30 $307k 3.1k 98.12

More positions owned by CWC Advisors

Apple (AAPL)
Broadcom (AVGO)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Energy (XLE)
Blackstone Secd Lending Common Stock (BXSL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Goldman Sachs (GS)
Affiliated Managers (AMG)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Microsoft Corporation (MSFT)
Walt Disney Company (DIS)

View all positions for CWC 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
Raymond James & Associates
Ronald Blue Trust
Northwestern Mutual Wealth Management Company

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