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iShares Lehman 7-10 Yr Treas. Bond shares owned by Evergreen Private Wealth

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

Historical chart of Evergreen Private Wealth 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 Evergreen Private Wealth 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 Evergreen Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.9M 31k 94.57

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Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
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Ross Stores (ROST)
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JPMorgan Chase & Co. (JPM)
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Amazon (AMZN)
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Fortinet (FTNT)
Check Point Software Technologies Ord (CHKP)

View all positions for Evergreen Private Wealth

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

Fisher Investments
Jpmorgan Chase & Co
FMR
Bank of America Corporation
Ameriprise Financial
Envestnet Asset Management
Morgan Stanley
Jane Street
Pnc Financial Services
Raymond James Financial
Ronald Blue Trust
UBS Group
LPL Financial
Captrust Financial Advisors
Northwestern Mutual Wealth Management Company

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