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

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

Historical chart of Leo 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 Leo 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 Leo Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $32M 329k 98.12
2024-06-30 $28M 298k 93.02
2024-03-31 $30M 315k 93.85
2023-12-31 $27M 285k 95.44

More positions owned by Leo Wealth

Johnson & Johnson (JNJ)
Vanguard World Esg Us Stk Etf (ESGV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard World Esg Intl Stk Etf (VSGX)
Affirm Hldgs Com Cl A (AFRM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Amazon (AMZN)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Microsoft Corporation (MSFT)

View all positions for Leo Wealth

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

Fisher Investments
FMR
Jpmorgan Chase & Co
Wealthfront Advisers
Envestnet Asset Management
Bank Of Montreal
Ameriprise Financial
Bank of America Corporation
Pnc Financial Services
Captrust Financial Advisors
Raymond James Financial
Morgan Stanley
Sona Asset Management
Raymond James & Associates
Ronald Blue Trust

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