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iShares Lehman 7-10 Yr Treas. Bond shares owned by Lifetime Wealth Management P.C.

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

Historical chart of Lifetime Wealth Management P.C. 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 Lifetime Wealth Management P.C. 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 Lifetime Wealth Management P.C.

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 10k 96.16

More positions owned by Lifetime Wealth Management P.C.

Spdr Series Trust State Street Spd (BIL)
Kaspi Kz Jsc Sponsored Ads (KSPI)
Petroleo Brasileiro Sa Sp Adr Non Vtg (PBR.A)
Vale S A Sponsored Ads (VALE)
Ishares Tr Brazil Sm-cp Etf (EWZS)
Canadian Natural Resources (CNQ)
Sprott Asset Management Physical Gold Tr (PHYS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Jp Morgan Em Etf (LEMB)
Copa Holdings Sa Cl A (CPA)
British Amern Tob Sponsored Adr (BTI)
Abbvie (ABBV)
Noble Corp Ord Shs A (NE)
Warrior Met Coal (HCC)
Ulta Salon, Cosmetics & Fragrance (ULTA)

View all positions for Lifetime Wealth Management P.C.

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

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

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