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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
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)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Russell 2000 Etf (IWM)
Microsoft Corporation (MSFT)
Intuitive Surgical Com New (ISRG)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Meta Platforms Cl A (META)

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
Bank of America Corporation
Citadel Advisors
Pnc Financial Services
UBS Group
Captrust Financial Advisors
Bank Of Montreal
Sona Asset Management
Raymond James & Associates
Ronald Blue Trust
Northwestern Mutual Wealth Management Company

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