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

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

Historical chart of Roundview Capital 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 Roundview Capital 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 Roundview Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $988k 11k 92.45
2024-09-30 $1.0M 11k 98.12
2024-06-30 $980k 11k 93.65
2024-03-31 $919k 9.7k 94.66
2023-12-31 $910k 9.4k 96.39
2023-09-30 $828k 9.0k 91.59

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View all positions for Roundview Capital

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

Fisher Investments
FMR
Jpmorgan Chase & Co
Wealthfront Advisers
Envestnet Asset Management
Bank Of Montreal
Ameriprise Financial
Bank of America Corporation
Pnc Financial Services
Captrust Financial Advisors
Raymond James Financial
Morgan Stanley
Sona Asset Management
Raymond James & Associates
Ronald Blue Trust

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