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

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

Historical chart of Litman Gregory Asset Management investment in iShares Lehman 7-10 Yr Treas. Bond

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Quarterly reported holdings in iShares Lehman 7-10 Yr Treas. Bond by Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.3M 65k 96.46
2025-06-30 $6.5M 68k 95.77
2025-03-31 $6.5M 68k 95.37
2024-12-31 $6.3M 68k 92.45
2024-09-30 $6.3M 64k 98.12
2024-06-30 $6.1M 65k 93.65
2024-03-31 $6.1M 65k 94.66
2023-12-31 $6.1M 63k 96.39
2023-09-30 $5.7M 62k 91.59
2023-06-30 $5.6M 58k 96.60
2022-12-31 $5.6M 58k 95.78
2022-09-30 $5.4M 56k 95.99
2022-06-30 $5.6M 54k 102.30
2022-03-31 $5.8M 54k 107.48
2021-12-31 $6.2M 54k 114.99
2021-09-30 $6.4M 56k 115.22
2021-06-30 $13M 13k 1000.00
2021-03-31 $30M 268k 112.93
2020-12-31 $33M 276k 119.95
2020-09-30 $35M 289k 121.82
2020-06-30 $35M 285k 121.87
2020-03-31 $30M 243k 121.48
2019-12-31 $31M 284k 110.22
2019-09-30 $33M 292k 112.47
2019-06-30 $4.4M 40k 110.01
2019-03-31 $4.4M 41k 106.67
2018-12-31 $4.1M 40k 104.19
2018-09-30 $4.3M 43k 101.16
2018-06-30 $3.7M 36k 102.50
2018-03-31 $3.7M 36k 103.19
2017-12-31 $3.9M 37k 105.57
2017-09-30 $3.7M 35k 106.51
2017-06-30 $3.6M 34k 106.60
2017-03-31 $3.5M 33k 105.61
2016-12-31 $3.4M 32k 104.82
2016-09-30 $3.3M 30k 111.87
2016-06-30 $3.3M 29k 112.95
2016-03-31 $3.2M 29k 110.34
2015-12-31 $3.3M 31k 105.59
2014-09-30 $3.2M 31k 103.64
2014-06-30 $3.1M 30k 103.60
2014-03-31 $3.1M 30k 101.72
2013-12-31 $2.9M 30k 99.25
2013-09-30 $2.9M 29k 102.13
2013-06-30 $2.7M 26k 102.52
2013-03-31 $2.6M 25k 107.34
2012-12-31 $3.0M 28k 107.48

More positions owned by Litman Gregory Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mid Cap Etf (VO)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Meta Platforms Cl A (META)

View all positions for Litman Gregory Asset Management

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

Fisher Investments
FMR
Jpmorgan Chase & Co
Ameriprise Financial
Envestnet Asset Management
Morgan Stanley
Pnc Financial Services
Bank Of Montreal
Barclays
Raymond James Financial
Ronald Blue Trust
UBS Group
Captrust Financial Advisors
Susquehanna International
Jane Street

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