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iShares Lehman 7-10 Yr Treas. Bond shares owned by Retirement Capital Strategies

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

Historical chart of Retirement Capital Strategies 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 Retirement Capital Strategies 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 Retirement Capital Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 30k 98.12
2023-12-31 $1.6M 16k 96.39

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Spdr Ser Tr Portfoli S&p1500 (SPTM)
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Ishares Tr Focusd Val Fac (FOVL)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Retirement Capital Strategies

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

Fisher Investments
Jpmorgan Chase & Co
Envestnet Asset Management
Bank of America Corporation
Citadel Advisors
Pnc Financial Services
Captrust Financial Advisors
Raymond James & Associates
Ronald Blue Trust
Northwestern Mutual Wealth Management Company
BlackRock
LPL Financial
Nationwide Fund Advisors
Susquehanna International
MEMBERS Trust

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