May Louie »

iShares Lehman 7-10 Yr Treas. Bond shares owned by May Louie

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

Historical chart of May Louie 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 May Louie

Quarter filed Position value Share count Share price at filing
2025-09-30 $24M 247k 96.46
2025-06-30 $2.0M 21k 95.77
2025-03-31 $2.1M 22k 95.37
2024-12-31 $2.1M 23k 92.45
2023-09-30 $3.8M 42k 91.59

More positions owned by May Louie

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Apple (AAPL)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Tr Pfd And Incm Sec (PFF)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spotify Technology S A SHS (SPOT)
Oracle Corporation (ORCL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust Portfolio Sh Tsr (SPTS)

View all positions for May Louie

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