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

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

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $840M 8.6M 98.12
2024-06-30 $651M 7.0M 93.65
2024-03-31 $596M 6.3M 94.66
2023-12-31 $543M 5.6M 96.39
2023-09-30 $203M 2.2M 91.59
2023-06-30 $218M 2.3M 96.60
2023-03-31 $221M 2.2M 99.12
2022-12-31 $227M 2.4M 95.78
2022-09-30 $485M 5.1M 95.99
2022-06-30 $376M 3.7M 102.30
2022-03-31 $158M 1.5M 107.47
2021-12-31 $44M 378k 115.00
2021-09-30 $40M 350k 115.22
2021-06-30 $32M 275k 115.49
2021-03-31 $31M 276k 112.93
2020-12-31 $32M 266k 119.95
2020-09-30 $31M 251k 121.89
2020-06-30 $13M 105k 121.68
2020-03-31 $25M 207k 121.97
2019-12-31 $26M 232k 110.73
2019-09-30 $19M 164k 112.47
2019-06-30 $81k 739 109.61
2019-03-31 $132k 1.2k 106.62
2018-12-31 $277k 2.7k 104.29
2018-09-30 $7.4M 73k 101.18
2018-06-30 $7.3M 71k 102.50
2018-03-31 $6.1M 59k 103.30
2017-12-31 $5.9M 56k 105.57
2017-09-30 $25M 230k 106.52
2017-06-30 $152k 1.4k 106.44
2016-12-31 $1.5M 15k 104.84
2016-09-30 $3.2M 28k 112.97
2016-06-30 $3.1M 28k 112.96
2016-03-31 $3.1M 28k 110.32
2015-12-31 $3.1M 29k 105.60
2015-09-30 $3.2M 30k 107.88
2015-06-30 $80k 4.0k 20.00
2015-03-31 $2.1M 20k 108.39
2014-12-31 $1.9M 18k 106.00
2014-09-30 $1.5M 14k 103.64
2014-06-30 $1.5M 15k 103.58
2013-09-30 $25k 247 101.21

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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