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iShares Lehman 7-10 Yr Treas. Bond shares owned by M3 Advisory Group

Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by M3 Advisory Group from 13F filings

Historical chart of M3 Advisory Group investment in iShares Lehman 7-10 Yr Treas. Bond

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025550k600k650k700k750k60006500700075008000
Value ($)Share countHistorical IEF position of M3 Advisory Group Source: stockzoa.comValue ($)Share count

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All positions including iShares Lehman 7-10 Yr Treas. Bond held by M3 Advisory Group 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 M3 Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $558k 6.0k 92.45
2024-09-30 $592k 6.0k 98.12
2024-06-30 $602k 6.4k 93.65
2024-03-31 $609k 6.4k 94.66
2023-12-31 $763k 7.9k 96.39

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View all positions for M3 Advisory Group

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
Ronald Blue Trust
Northwestern Mutual Wealth Management Company
UBS Group

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