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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
2024-03-31 $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)
RBB Us Treasr 10 Yr (UTEN)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Total (IXUS)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Financeware

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

Jpmorgan Chase & Co
UBS Group
Pnc Financial Services
Fisher Investments
Bank of America Corporation
Raymond James & Associates
Captrust Financial Advisors
Charles Schwab Investment Management
Citadel Advisors
Ronald Blue Trust
Nationwide Fund Advisors
MEMBERS Trust
Bank Julius Baer & Co. Ltd, Zurich
Bank Of Montreal
Goldman Sachs Group

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