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iShares Lehman 7-10 Yr Treas. Bond shares owned by ORG Wealth Partners

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

Historical chart of ORG Wealth Partners 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 ORG Wealth Partners 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 ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 22k 96.43
2025-06-30 $2.0M 21k 95.27
2025-03-31 $2.3M 24k 95.39
2024-12-31 $3.3M 36k 92.45
2024-09-30 $277k 2.8k 98.12

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
Core Scientific Inc New Wt Exp Tranche 1 Equity (CORZW)
Berkshire Hathaway Inc Del Cl A Equity (BRK.A)
Berkshire Hathaway Common Stock (BRK.B)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
Energy Transfer Limited Partnershp (ET)
Amazon.com Common Stock (AMZN)
Exxon Mobil Corp Common Stock (XOM)
Abbott Labs Common Stock (ABT)
Microsoft Corp Common Stock (MSFT)
Palantir Technologies In Common Stock (PLTR)
Abbvie Common Stock (ABBV)
Cambria Fixed Income Uit Exchange Traded (CFIT)
Armour Residential Reit Inc Com Par $0 001 Equity (ARR)

View all positions for ORG Wealth Partners

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