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iShares Lehman 7-10 Yr Treas. Bond shares owned by High Note Wealth

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

Historical chart of High Note Wealth 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 High Note Wealth 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 High Note Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 104k 96.46
2025-06-30 $10M 106k 95.77
2025-03-31 $10M 107k 95.37
2024-09-30 $438k 4.5k 98.12
2021-03-31 $3.1M 27k 112.90
2020-12-31 $3.2M 27k 119.93

More positions owned by High Note Wealth

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)
Technology Select Sector Spdr Fund Etf (XLK)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)
Apple Stock (AAPL)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Palantir Technologies Inc Cl A Stock (PLTR)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard Small-cap Etf Etf (VB)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Microsoft Corp Stock (MSFT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Amazon Stock (AMZN)

View all positions for High Note Wealth

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