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iShares Lehman 7-10 Yr Treas. Bond shares owned by Forte Asset Management

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

Historical chart of Forte Asset Management 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 Forte Asset Management 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 Forte Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 37k 96.46
2025-06-30 $3.5M 36k 95.77
2025-03-31 $3.8M 40k 95.37
2024-12-31 $3.9M 42k 92.45
2024-09-30 $3.9M 40k 98.12
2024-06-30 $4.5M 48k 93.65
2024-03-31 $4.1M 43k 94.66
2023-12-31 $3.6M 38k 96.39
2022-09-30 $648k 6.7k 96.03
2022-06-30 $460k 4.5k 102.22

More positions owned by Forte Asset Management

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Rus Mid Cap Etf (IWR)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Forte Asset Management

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