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

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

Historical chart of Primoris 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 Primoris 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 Primoris Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $949k 10k 94.57

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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
Raymond James Financial
Ronald Blue Trust
LPL Financial
Captrust Financial Advisors
Barclays

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