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iShares Lehman 7-10 Yr Treas. Bond shares owned by Family Firm

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

Historical chart of Family Firm investment in iShares Lehman 7-10 Yr Treas. Bond

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Quarterly reported holdings in iShares Lehman 7-10 Yr Treas. Bond by Family Firm

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 28k 98.12
2024-06-30 $2.1M 23k 93.65
2024-03-31 $2.0M 21k 94.66
2023-12-31 $2.1M 21k 96.39
2023-09-30 $1.9M 21k 91.59
2023-06-30 $2.0M 21k 96.60
2023-03-31 $2.0M 21k 99.12
2022-12-31 $1.8M 19k 95.78
2022-09-30 $2.5M 22k 115.01
2022-06-30 $2.5M 22k 115.01
2022-03-31 $2.5M 22k 115.01
2021-12-31 $2.5M 22k 115.01
2021-09-30 $2.4M 21k 113.98
2021-06-30 $3.0M 26k 115.50
2021-03-31 $2.2M 20k 112.94
2020-12-31 $2.2M 18k 118.44
2020-09-30 $1.8M 15k 121.82
2020-06-30 $1.8M 15k 121.90
2020-03-31 $1.9M 16k 121.46
2019-12-31 $2.1M 19k 110.23
2019-09-30 $2.2M 19k 112.45
2019-06-30 $2.2M 20k 110.00
2019-03-31 $2.1M 20k 106.69
2018-12-31 $2.0M 19k 104.21
2018-09-30 $2.0M 19k 101.19
2018-06-30 $1.7M 17k 102.50
2018-03-31 $1.4M 13k 103.18
2017-12-31 $1.2M 11k 105.56
2017-09-30 $802k 7.5k 106.55
2017-06-30 $799k 7.5k 106.56
2017-03-31 $789k 7.5k 105.62
2016-12-31 $853k 8.1k 104.82
2016-09-30 $1.0M 9.2k 111.86
2016-06-30 $1.1M 9.9k 112.99
2016-03-31 $1.1M 10k 110.36
2015-12-31 $1.2M 11k 105.57
2015-09-30 $1.2M 11k 107.85
2015-06-30 $1.7M 16k 105.03
2015-03-31 $1.9M 17k 108.39
2014-12-31 $2.2M 21k 105.99

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares North American Natural Resources Etf Etf (IGE)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares Tips Bond Etf Etf (TIP)
Schwab U.s. Broad Market Etf Etf (SCHB)
Apple Stock (AAPL)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Ishares International Treasury Bond Etf Etf (IGOV)
Nvidia Corporation Stock (NVDA)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for Family Firm

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

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

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