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

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

Historical chart of Davies Financial 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 Davies Financial 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 Davies Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 16k 96.46
2025-06-30 $1.6M 16k 95.77
2024-06-30 $218k 2.3k 93.65
2024-03-31 $393k 4.1k 94.66

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Innovator Etfs Trust Quity Managd Flr (SFLR)
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Ishares Gold Tr Ishares New (IAU)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Advanced Micro Devices (AMD)
Costco Wholesale Corporation (COST)
Meta Platforms Cl A (META)
Capital Group Core Balanced SHS (CGBL)

View all positions for Davies Financial Advisors

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

Fisher Investments
FMR
Jpmorgan Chase & Co
Ameriprise Financial
Envestnet Asset Management
Morgan Stanley
Pnc Financial Services
Bank Of Montreal
Barclays
Raymond James Financial
Ronald Blue Trust
UBS Group
Captrust Financial Advisors
Susquehanna International
Jane Street

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