iShares Lehman 7-10 Yr Treas. Bond shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in iShares Lehman 7-10 Yr Treas. Bond
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Quarterly reported holdings in iShares Lehman 7-10 Yr Treas. Bond by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 14k | 96.59 |
| 2025-06-30 | $1.3M | 14k | 95.77 |
| 2025-03-31 | $1.3M | 14k | 95.37 |
| 2024-12-31 | $1.7M | 19k | 92.45 |
| 2024-09-30 | $2.1M | 22k | 98.12 |
| 2024-06-30 | $1.5M | 16k | 93.65 |
| 2024-03-31 | $1.5M | 16k | 94.66 |
| 2023-12-31 | $1.5M | 16k | 96.39 |
| 2023-09-30 | $740k | 8.1k | 91.59 |
| 2023-06-30 | $780k | 8.1k | 96.60 |
| 2023-03-31 | $855k | 8.6k | 99.12 |
| 2022-12-31 | $826k | 8.6k | 95.78 |
| 2022-09-30 | $828k | 8.6k | 96.00 |
| 2022-06-30 | $724k | 7.1k | 102.33 |
| 2022-03-31 | $814k | 7.6k | 107.46 |
| 2021-12-31 | $894k | 7.8k | 114.98 |
| 2021-09-30 | $769k | 6.7k | 115.21 |
| 2021-06-30 | $551k | 4.8k | 115.39 |
| 2021-03-31 | $663k | 5.9k | 112.95 |
| 2020-03-31 | $3.0M | 24k | 121.50 |
| 2019-12-31 | $2.7M | 25k | 110.22 |
| 2019-09-30 | $2.8M | 25k | 112.48 |
| 2019-06-30 | $2.5M | 23k | 110.04 |
| 2019-03-31 | $2.5M | 23k | 106.69 |
| 2018-12-31 | $981k | 9.4k | 104.18 |
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