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iShares Lehman 7-10 Yr Treas. Bond shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies 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 Dynamic Wealth Strategies 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 Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.5M 80k 93.65
2024-03-31 $7.6M 81k 94.66

More positions owned by Dynamic Wealth Strategies

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Value Etf (EFV)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Us Sml Cap Eqt (SMLF)

View all positions for Dynamic Wealth Strategies

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

Morgan Stanley
Fisher Investments
Jpmorgan Chase & Co
Envestnet Asset Management
Pnc Financial Services
Citadel Advisors
Bank of America Corporation
Captrust Financial Advisors
Sona Asset Management
Raymond James & Associates
Centiva Capital
Charles Schwab Investment Management
Ronald Blue Trust
Northwestern Mutual Wealth Management Company
BlackRock

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