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iShares Lehman 7-10 Yr Treas. Bond shares owned by GW & Wade

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

Historical chart of GW & Wade 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 GW & Wade 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 GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $51M 528k 96.39
2023-09-30 $10M 110k 91.59
2023-06-30 $9.7M 100k 96.60
2023-03-31 $8.8M 89k 99.12
2022-12-31 $7.4M 77k 95.77
2022-09-30 $14M 144k 95.99
2022-06-30 $12M 121k 102.30
2022-03-31 $12M 115k 107.47
2021-12-31 $13M 115k 115.00
2021-09-30 $14M 119k 115.22
2021-06-30 $14M 121k 115.49
2021-03-31 $14M 123k 112.93
2020-12-31 $16M 132k 119.95
2020-09-30 $16M 127k 121.82
2020-06-30 $13M 106k 121.87
2020-03-31 $13M 103k 121.48
2019-12-31 $10M 91k 110.22
2019-09-30 $9.4M 84k 112.47
2019-06-30 $7.3M 67k 110.01
2019-03-31 $6.9M 65k 106.67
2018-12-31 $6.7M 65k 104.20
2018-09-30 $6.7M 66k 101.17
2018-06-30 $7.2M 70k 102.52
2018-03-31 $6.9M 67k 103.18
2017-12-31 $7.0M 66k 105.57
2017-09-30 $3.5M 32k 106.51
2017-06-30 $3.4M 32k 106.60
2017-03-31 $3.3M 32k 105.59
2016-12-31 $2.3M 22k 104.82
2016-09-30 $2.4M 22k 111.87
2016-06-30 $2.4M 22k 112.94
2016-03-31 $2.4M 22k 110.32
2015-12-31 $2.3M 22k 105.59
2015-09-30 $2.3M 22k 107.87
2015-06-30 $2.3M 21k 105.02
2015-03-31 $2.4M 23k 108.41

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

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