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iShares Lehman 7-10 Yr Treas. Bond shares owned by Fortune Financial Advisors

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

Historical chart of Fortune Financial Advisors 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 Fortune Financial Advisors 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 Fortune Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $945k 10k 92.45
2024-09-30 $1.0M 10k 98.12
2024-06-30 $956k 10k 93.65
2024-03-31 $965k 10k 94.66
2023-12-31 $983k 10k 96.39
2023-09-30 $958k 11k 91.59

More positions owned by Fortune Financial Advisors

Ishares Tr Msci Usa Min Vol (USMV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Mastercard Incorporated Cl A (MA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
O'reilly Automotive (ORLY)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Amazon (AMZN)
Novo-nordisk A S Adr (NVO)
Northrop Grumman Corporation (NOC)

View all positions for Fortune Financial Advisors

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

Fisher Investments
FMR
Jpmorgan Chase & Co
Ameriprise Financial
Envestnet Asset Management
Bank of America Corporation
Citadel Advisors
Pnc Financial Services
UBS Group
Captrust Financial Advisors
Bank Of Montreal
Sona Asset Management
Raymond James & Associates
Ronald Blue Trust
Northwestern Mutual Wealth Management Company

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