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iShares Lehman 7-10 Yr Treas. Bond shares owned by Shared Vision Wealth Group

Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by Shared Vision Wealth Group from 13F filings

Historical chart of Shared Vision Wealth Group 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 Shared Vision Wealth Group 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 Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 2.5k 97.71
2025-03-31 $227k 2.4k 95.36
2024-12-31 $234k 2.5k 92.47
2023-12-31 $466k 4.8k 96.39

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 100 Etf (OEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)

View all positions for Shared Vision Wealth Group

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