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iShares Lehman 7-10 Yr Treas. Bond shares owned by Erickson Financial Group

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

Historical chart of Erickson Financial Group 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 Erickson Financial Group 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 Erickson Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 17k 96.46
2025-06-30 $1.5M 16k 95.77

More positions owned by Erickson Financial Group

Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Esg Awr Msci Usa (ESGU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 2000 Grw Etf (IWO)
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Usd Inv Grde Etf (USIG)
Spdr Series Trust Nuveen Ice High (HYMB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Proshares Tr Ultrapro Qqq (TQQQ)
Proshares Tr Ultrpro S&p500 (UPRO)

View all positions for Erickson Financial Group

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