iShares Lehman 7-10 Yr Treas. Bond shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth 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 Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $339k | 3.6k | 94.66 |
2023-12-31 | $345k | 3.6k | 96.39 |
2023-09-30 | $660k | 7.2k | 91.59 |
2023-06-30 | $778k | 8.1k | 96.60 |
2023-03-31 | $853k | 8.6k | 99.12 |
2022-12-31 | $1.1M | 12k | 95.78 |
2022-09-30 | $1.7M | 18k | 96.00 |
2022-06-30 | $1.9M | 19k | 102.31 |
2022-03-31 | $2.5M | 23k | 107.46 |
2021-12-31 | $2.6M | 23k | 115.01 |
2021-09-30 | $2.8M | 24k | 115.20 |
2021-06-30 | $2.7M | 24k | 115.47 |
2021-03-31 | $2.8M | 25k | 112.93 |
2020-12-31 | $3.7M | 31k | 119.96 |
2020-09-30 | $3.7M | 30k | 121.81 |
2020-06-30 | $3.1M | 26k | 121.85 |
2020-03-31 | $1.6M | 13k | 121.46 |
2019-12-31 | $1.4M | 13k | 110.21 |
2019-09-30 | $1.3M | 12k | 112.47 |
2019-06-30 | $831k | 7.6k | 110.05 |
2019-03-31 | $805k | 7.6k | 106.61 |
2018-12-31 | $787k | 7.6k | 104.22 |
2018-09-30 | $806k | 8.0k | 101.12 |
2018-06-30 | $789k | 7.7k | 102.45 |
2018-03-31 | $850k | 8.2k | 103.14 |
2017-12-31 | $869k | 8.2k | 105.59 |
2017-09-30 | $647k | 6.1k | 106.59 |
2017-06-30 | $636k | 6.0k | 106.53 |
2017-03-31 | $484k | 4.6k | 105.56 |
2016-12-31 | $599k | 5.7k | 104.78 |
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