iShares Lehman 7-10 Yr Treas. Bond shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners 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 Heritage Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $497k | 5.2k | 95.37 |
| 2024-12-31 | $491k | 5.3k | 92.45 |
| 2024-09-30 | $2.4M | 25k | 98.12 |
| 2024-06-30 | $569k | 6.1k | 93.65 |
| 2024-03-31 | $736k | 7.6k | 96.40 |
| 2023-12-31 | $736k | 7.6k | 96.40 |
| 2023-09-30 | $709k | 7.7k | 91.59 |
| 2023-06-30 | $1.3M | 14k | 96.60 |
| 2022-12-31 | $3.5M | 36k | 96.14 |
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