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iShares Lehman 7-10 Yr Treas. Bond shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 27k 98.12
2024-06-30 $2.4M 26k 93.65
2024-03-31 $2.3M 25k 94.66
2023-12-31 $1.1M 11k 96.39
2023-09-30 $425k 4.6k 91.59

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First Tr Exchange-traded First Tr Enh New (FTSM)
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View all positions for Simplicity Wealth

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

Fisher Investments
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Citadel Advisors
Pnc Financial Services
Captrust Financial Advisors
Sona Asset Management
Raymond James & Associates
Ronald Blue Trust
Northwestern Mutual Wealth Management Company
BlackRock
BlackRock
LPL Financial

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