iShares Lehman 7-10 Yr Treas. Bond shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners 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 Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman 7-10 Yr Treas. Bond by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $203k | 2.1k | 96.12 |
| 2025-03-31 | $403k | 4.3k | 93.51 |
| 2024-12-31 | $405k | 4.4k | 91.33 |
| 2024-09-30 | $426k | 4.4k | 96.33 |
| 2024-06-30 | $414k | 4.4k | 94.15 |
| 2024-03-31 | $391k | 4.3k | 91.36 |
| 2023-12-31 | $457k | 4.8k | 94.93 |
| 2023-09-30 | $380k | 4.3k | 88.95 |
| 2023-06-30 | $378k | 3.9k | 96.60 |
| 2023-03-31 | $370k | 3.8k | 98.32 |
| 2022-12-31 | $371k | 3.8k | 97.19 |
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