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iShares Lehman 7-10 Yr Treas. Bond shares owned by MGO Private Wealth

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

Historical chart of MGO Private Wealth 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 MGO Private Wealth 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 MGO Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $244k 2.5k 98.12
2024-06-30 $232k 2.5k 93.65
2024-03-31 $235k 2.5k 94.66
2023-12-31 $259k 2.7k 96.39
2023-09-30 $1.8M 20k 91.59
2023-06-30 $3.1M 32k 96.60

More positions owned by MGO Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Blackstone Secd Lending Common Stock (BXSL)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Ishares Tr Core Msci Euro (IEUR)
Select Sector Spdr Tr Energy (XLE)

View all positions for MGO Private Wealth

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

Fisher Investments
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Citadel Advisors
Pnc Financial Services
Captrust Financial Advisors
Sona Asset Management
Raymond James & Associates
Ronald Blue Trust
Northwestern Mutual Wealth Management Company
BlackRock
BlackRock
LPL Financial

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