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iShares Lehman 7-10 Yr Treas. Bond shares owned by Forza Wealth Management

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

Historical chart of Forza Wealth 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 Forza Wealth 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 Forza Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 52k 98.12
2024-06-30 $4.9M 53k 93.65
2024-03-31 $5.0M 53k 94.66
2023-12-31 $4.6M 48k 96.39
2023-09-30 $730k 8.0k 91.59
2023-06-30 $509k 5.3k 96.60

More positions owned by Forza Wealth Management

Ishares Gold Tr Ishares New (IAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Specialized Funds Div App Etf (VIG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cisco Systems (CSCO)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Forza Wealth Management

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