Legacy Private Trust »

iShares Lehman 7-10 Yr Treas. Bond shares owned by Legacy Private Trust

Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust 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 Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 7-10 Yr Treas. Bond by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-12-31 $896k 9.7k 92.45
2024-09-30 $1.6M 16k 98.12
2024-06-30 $1.6M 17k 93.65
2024-03-31 $2.3M 24k 94.66
2023-12-31 $2.6M 28k 96.39
2023-09-30 $1.3M 15k 91.59
2023-06-30 $1.5M 15k 96.60
2023-03-31 $759k 7.7k 99.12
2022-12-31 $728k 7.6k 95.78
2022-09-30 $679k 7.1k 95.96
2022-06-30 $680k 6.7k 102.22
2022-03-31 $2.3M 21k 107.46
2021-12-31 $3.7M 32k 115.00
2021-09-30 $8.9M 77k 115.21
2021-06-30 $7.4M 64k 115.49
2021-03-31 $7.0M 62k 112.94
2020-12-31 $8.8M 73k 119.95
2020-09-30 $12M 102k 121.82
2020-06-30 $14M 115k 121.87
2020-03-31 $7.2M 59k 121.48
2019-12-31 $3.5M 31k 110.23
2019-09-30 $502k 4.5k 112.43
2019-06-30 $369k 3.4k 110.15
2019-03-31 $357k 3.4k 106.57
2018-12-31 $387k 3.7k 104.17
2018-09-30 $376k 3.7k 101.21
2018-06-30 $381k 3.7k 102.56
2017-12-31 $212k 2.0k 105.68
2014-12-31 $2.1M 20k 105.97
2012-09-30 $10M 93k 108.46
2012-06-30 $9.9M 92k 107.94
2012-03-31 $8.6M 83k 103.29
2011-12-31 $7.7M 73k 105.57
2011-09-30 $55k 522 105.36

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
Janus Detroit Str Tr Henderson Mtg (JMBS)

View all positions for Legacy Private Trust

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

Fisher Investments
FMR
Jpmorgan Chase & Co
Ameriprise Financial
Envestnet Asset Management
Bank of America Corporation
Citadel Advisors
Pnc Financial Services
UBS Group
Captrust Financial Advisors
Bank Of Montreal
Sona Asset Management
Raymond James & Associates
Ronald Blue Trust
Northwestern Mutual Wealth Management Company

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