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iShares Lehman 7-10 Yr Treas. Bond shares owned by Legacy Wealth Partners

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

Historical chart of Legacy Wealth Partners 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 Legacy Wealth Partners 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 Legacy Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.1M 22k 95.44

More positions owned by Legacy Wealth Partners

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core 60/40 Balan (AOR)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for Legacy Wealth Partners

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

Fisher Investments
FMR
Bank of America Corporation
Ameriprise Financial
Envestnet Asset Management
Morgan Stanley
Jane Street
UBS Group
Goldman Sachs Group
Pnc Financial Services
Ronald Blue Trust
Raymond James Financial
LPL Financial
Captrust Financial Advisors
Northwestern Mutual Wealth Management Company

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