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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
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 Inc (JPST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Core Scientific *w Exp 01/23/202 (CORZZ)
Apple (AAPL)
Humana (HUM)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Core Scientific *w Exp 01/23/202 (CORZW)
Core Scientific (CORZ)

View all positions for Heritage Oak Wealth Advisors

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

FMR
Morgan Stanley
Fisher Investments
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Ameriprise Financial
Pnc Financial Services
Citadel Advisors
Bank of America Corporation
Captrust Financial Advisors
Sona Asset Management
Centiva Capital
Raymond James & Associates
Charles Schwab Investment Management

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