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iShares Lehman 7-10 Yr Treas. Bond shares owned by GenTrust

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

Historical chart of GenTrust 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 GenTrust 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 GenTrust

Quarter filed Position value Share count Share price at filing
2025-09-30 $59M 613k 96.46
2025-06-30 $57M 595k 95.77
2025-03-31 $64M 676k 95.37
2024-12-31 $14M 146k 92.45
2024-09-30 $3.5M 36k 98.12
2024-06-30 $4.0M 43k 93.65
2024-03-31 $3.8M 41k 94.66
2023-12-31 $4.1M 42k 96.59
2023-09-30 $25M 268k 91.59
2023-06-30 $40M 412k 96.60

More positions owned by GenTrust

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Global X Fds Global X Uranium (URA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Euro (IEUR)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)

View all positions for GenTrust

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