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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

Tip: Access up to 7 years of quarterly data

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
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 Intl Sel Div Etf (IDV)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Broad Usd High (USHY)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Blackrock Ultra (ICSH)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for Forte Asset Management

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
Ronald Blue Trust
Citadel Advisors
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