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

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

Historical chart of Rockingstone Advisors 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 Rockingstone 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 Rockingstone Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 10k 96.46
2025-06-30 $999k 10k 95.77
2025-03-31 $5.4M 56k 95.37
2024-12-31 $2.6M 28k 92.45
2024-09-30 $1.9M 19k 98.12
2024-06-30 $839k 9.0k 93.65

More positions owned by Rockingstone Advisors

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
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Celestica (CLS)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Spotify Technology S A SHS (SPOT)

View all positions for Rockingstone Advisors

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

Fisher Investments
FMR
Jpmorgan Chase & Co
Ameriprise Financial
Envestnet Asset Management
Morgan Stanley
Pnc Financial Services
Bank Of Montreal
Barclays
Raymond James Financial
Ronald Blue Trust
UBS Group
Captrust Financial Advisors
Susquehanna International
Jane Street

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