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iShares Lehman 7-10 Yr Treas. Bond shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $15M 160k 93.65
2024-03-31 $5.0M 53k 94.66
2023-12-31 $5.8M 60k 96.39
2023-09-30 $3.1M 34k 91.59
2023-06-30 $466k 4.8k 96.61
2023-03-31 $873k 8.8k 99.12
2022-12-31 $4.8M 50k 95.78
2022-09-30 $246k 2.6k 96.09
2022-06-30 $213k 2.1k 102.50
2022-03-31 $422k 3.9k 107.46
2021-12-31 $452k 3.9k 115.07
2021-09-30 $506k 4.4k 115.31
2021-03-31 $534k 4.7k 112.93
2020-09-30 $6.4M 52k 121.82
2020-06-30 $3.7M 31k 121.88
2020-03-31 $4.8M 39k 121.46
2019-12-31 $4.3M 39k 110.20
2019-09-30 $5.5M 49k 112.46
2019-06-30 $267k 2.4k 109.74
2019-03-31 $343k 3.2k 106.55
2018-12-31 $6.6M 63k 104.19
2018-09-30 $57k 560 101.79
2018-06-30 $147k 1.4k 102.23
2018-03-31 $531k 5.2k 103.09
2017-12-31 $1.5M 14k 105.54
2017-09-30 $2.0M 19k 106.51
2017-06-30 $2.5M 24k 106.58
2017-03-31 $83k 795 104.40

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Ishares Tr Core S&p500 Etf (IVV)
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Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Steward Partners Investment Advisory

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