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iShares Lehman 7-10 Yr Treas. Bond shares owned by Portus Wealth Advisors

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

Historical chart of Portus Wealth Advisors 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 Portus Wealth 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 Portus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.6k 69 95.43

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View all positions for Portus Wealth Advisors

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

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

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