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iShares Lehman 7-10 Yr Treas. Bond shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners 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 Cyndeo Wealth Partners 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $296k 3.2k 92.45
2024-09-30 $291k 3.0k 98.12
2024-06-30 $278k 3.0k 93.65

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View all positions for Cyndeo Wealth Partners

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