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iShares Lehman 7-10 Yr Treas. Bond shares owned by Montis Financial

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

Historical chart of Montis Financial 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 Montis Financial 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 Montis Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $537k 5.5k 98.12
2024-06-30 $513k 5.5k 93.65
2024-03-31 $518k 5.5k 94.66

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Ishares Tr Core S&p Scp Etf (IJR)
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View all positions for Montis Financial

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

Fisher Investments
FMR
Jpmorgan Chase & Co
Ameriprise Financial
Envestnet Asset Management
Bank of America Corporation
Citadel Advisors
Pnc Financial Services
UBS Group
Captrust Financial Advisors
Bank Of Montreal
Sona Asset Management
Raymond James & Associates
Ronald Blue Trust
Northwestern Mutual Wealth Management Company

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