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iShares Lehman 7-10 Yr Treas. Bond shares owned by Heritage Oak Wealth Advisors

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

Historical chart of Heritage Oak Wealth Advisors 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 Heritage Oak Wealth Advisors 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 Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $431k 4.5k 96.46
2025-06-30 $508k 5.3k 95.77
2025-03-31 $14M 144k 95.37
2024-06-30 $767k 8.2k 93.65

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Core Scientific (CORZ)
Managed Portfolio Series Kensington Hedge (KHPI)
Core Scientific *w Exp 01/23/202 (CORZW)
Bny Mellon Etf Trust High Yield Etf (BKHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Franklin Templeton Etf Tr High Yield Corp (FLHY)
Thornburg Etf Tr Multi Sector Bd (TMB)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Ishares Tr Broad Usd High (USHY)

View all positions for Heritage Oak Wealth Advisors

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