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iShares Lehman 7-10 Yr Treas. Bond shares owned by Lewis Asset Management

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

Historical chart of Lewis Asset Management 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 Lewis Asset Management 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 Lewis Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 21k 98.12
2024-06-30 $1.8M 19k 93.65
2024-03-31 $2.0M 21k 94.66
2023-12-31 $1.9M 20k 96.39

More positions owned by Lewis Asset Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Ser Tr S&p Divid Etf (SDY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl C (GOOG)
Rithm Capital Corp Com New (RITM)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Crowdstrike Hldgs Cl A (CRWD)
Abbvie (ABBV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Viking Therapeutics (VKTX)

View all positions for Lewis Asset Management

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

Morgan Stanley
Fisher Investments
Jpmorgan Chase & Co
Envestnet Asset Management
Pnc Financial Services
Citadel Advisors
Bank of America Corporation
Captrust Financial Advisors
Sona Asset Management
Raymond James & Associates
Centiva Capital
Charles Schwab Investment Management
Ronald Blue Trust
Northwestern Mutual Wealth Management Company
BlackRock

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