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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

Tip: Access up to 7 years of quarterly data

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
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)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Global X Fds Us Infr Dev Etf (PAVE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Core Msci Euro (IEUR)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Tips Bd Etf (TIP)

View all positions for GenTrust

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

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

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