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

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

Historical chart of Financeware 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 Financeware 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 Financeware

Quarter filed Position value Share count Share price at filing
2024-09-30 $181M 1.8M 98.12
2024-06-30 $170M 1.8M 93.65
2024-03-31 $168M 1.8M 94.66
2023-12-31 $269M 2.8M 96.39
2023-09-30 $287M 3.1M 91.59
2023-06-30 $291M 3.0M 96.60
2023-03-31 $288M 2.9M 99.12
2022-12-31 $262M 2.7M 95.78
2022-09-30 $259M 2.7M 95.99
2022-06-30 $353M 3.5M 102.30
2022-03-31 $369M 3.4M 107.47
2021-12-31 $379M 3.3M 115.32
2021-09-30 $373M 3.2M 115.22
2021-06-30 $229M 2.0M 115.49
2021-03-31 $223M 2.0M 112.93
2020-12-31 $214M 1.8M 119.95
2020-09-30 $206M 1.7M 121.82
2020-06-30 $194M 1.6M 121.87
2020-03-31 $190M 1.6M 121.48
2019-12-31 $241M 2.2M 110.22
2019-09-30 $242M 2.1M 112.47
2019-06-30 $204M 1.9M 110.02
2019-03-31 $196M 1.8M 106.67
2018-12-31 $185M 1.8M 104.20
2018-09-30 $258M 2.6M 101.17
2018-06-30 $276M 2.7M 102.51
2018-03-31 $280M 2.7M 103.19
2017-12-31 $278M 2.6M 105.57
2017-09-30 $288M 2.7M 106.52
2017-06-30 $280M 2.6M 106.61
2017-03-31 $307M 2.9M 105.59
2016-12-31 $316M 3.0M 104.82
2016-09-30 $389M 3.5M 111.88
2016-06-30 $386M 3.4M 112.95
2016-03-31 $368M 3.3M 110.34
2015-12-31 $360M 3.4M 105.59
2015-09-30 $374M 3.5M 107.87
2015-06-30 $369M 3.5M 105.01
2015-03-31 $345M 3.2M 108.39
2014-12-31 $319M 3.0M 105.99
2014-09-30 $304M 2.9M 103.62
2014-06-30 $290M 2.8M 103.58
2014-03-31 $270M 2.7M 101.73
2013-12-31 $255M 2.6M 99.24
2013-09-30 $269M 2.6M 102.11
2013-06-30 $254M 2.5M 102.50

More positions owned by Financeware

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Sprott Physical Silver Tr Tr Unit (PSLV)
Sprott Physical Gold Tr Unit (PHYS)
RBB Us Treasr 10 Yr (UTEN)
Invesco SHS (IVZ)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Financeware

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