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iShares Lehman 7-10 Yr Treas. Bond shares owned by Larry Mathis Financial Planning

Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by Larry Mathis Financial Planning from 13F filings

Historical chart of Larry Mathis Financial Planning 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 Larry Mathis Financial Planning 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 Larry Mathis Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $463k 4.8k 96.16

More positions owned by Larry Mathis Financial Planning

Proshares Tr Hgh Yld Int Rate (HYHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr Invt Int Rt Hg (IGHG)
CRH Ord (CRH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Tec (XLK)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
McDonald's Corporation (MCD)
JPMorgan Chase & Co. (JPM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)

View all positions for Larry Mathis Financial Planning

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

Fisher Investments
FMR
Jpmorgan Chase & Co
UBS Group
Ameriprise Financial
Goldman Sachs Group
Envestnet Asset Management
Carronade Capital Management
Pnc Financial Services
Raymond James Financial
Ronald Blue Trust
Captrust Financial Advisors
LPL Financial
Northwestern Mutual Wealth Management Company
Jane Street

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