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iShares Lehman 7-10 Yr Treas. Bond shares owned by One Wealth Capital Management

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

Historical chart of One Wealth Capital Management 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 One Wealth Capital Management 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 One Wealth Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $258k 2.7k 94.57

More positions owned by One Wealth Capital Management

Microsoft Corporation Put Option (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Univrsl Usd (IUSB)
Broadcom Put Option (AVGO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Alphabet Cap Stk Cl A Put Option (GOOGL)
Ishares Tr Long Term Muni (LMUB)
Alphabet Cap Stk Cl C Put Option (GOOG)
Ishares Tr Eafe Grwth Etf (EFG)
Amazon Put Option (AMZN)

View all positions for One Wealth Capital Management

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

Fisher Investments
Jpmorgan Chase & Co
FMR
Bank of America Corporation
Ameriprise Financial
Envestnet Asset Management
Morgan Stanley
Jane Street
Pnc Financial Services
Raymond James Financial
Ronald Blue Trust
UBS Group
LPL Financial
Captrust Financial Advisors
Northwestern Mutual Wealth Management Company

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