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iShares Lehman 7-10 Yr Treas. Bond shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 153k 98.12
2024-06-30 $13M 138k 93.65
2024-03-31 $13M 137k 94.66
2023-12-31 $8.7M 90k 96.39
2023-09-30 $10M 113k 91.59
2023-06-30 $14M 141k 95.93
2023-03-31 $7.8M 78k 99.12
2022-12-31 $3.5M 63k 55.58
2022-09-30 $5.7M 60k 95.98
2022-06-30 $4.6M 45k 102.30
2022-03-31 $3.2M 28k 115.01
2021-12-31 $3.2M 28k 115.01
2021-09-30 $9.5M 83k 115.21
2021-06-30 $5.5M 48k 115.50
2021-03-31 $5.9M 53k 112.93
2020-12-31 $13M 105k 119.96
2020-09-30 $6.8M 56k 121.82
2020-06-30 $6.5M 53k 121.87
2020-03-31 $1.1M 8.9k 121.49
2019-12-31 $1.9M 17k 110.25
2019-09-30 $2.0M 18k 112.43
2019-06-30 $2.8M 25k 110.02
2019-03-31 $6.5M 61k 106.66
2018-12-31 $1.5M 15k 104.18
2018-09-30 $712k 7.0k 101.24
2018-06-30 $1.1M 11k 102.30
2018-03-31 $616k 6.0k 103.20
2017-12-31 $3.1M 30k 105.10
2017-09-30 $3.6M 34k 106.24
2017-06-30 $2.5M 24k 105.91
2017-03-31 $2.7M 26k 106.01
2016-12-31 $2.6M 25k 105.58
2016-09-30 $3.1M 28k 110.99
2016-06-30 $3.6M 32k 113.70
2016-03-31 $3.5M 32k 110.31
2015-12-31 $3.2M 31k 105.60
2015-09-30 $2.1M 20k 107.89
2015-06-30 $3.9M 37k 105.12
2015-03-31 $5.5M 51k 108.39
2014-12-31 $2.7M 25k 105.99
2014-09-30 $1.2M 12k 103.60

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View all positions for Private Advisor

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

Fisher Investments
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Citadel Advisors
Pnc Financial Services
Captrust Financial Advisors
Sona Asset Management
Raymond James & Associates
Ronald Blue Trust
Northwestern Mutual Wealth Management Company
BlackRock
BlackRock
LPL Financial

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