Total Wealth Planning & Management »

iShares Lehman 7-10 Yr Treas. Bond shares owned by Total Wealth Planning & Management

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

Historical chart of Total Wealth Planning & Management 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 Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 7-10 Yr Treas. Bond by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $714k 7.5k 95.44

More positions owned by Total Wealth Planning & Management

Cheniere Energy Com New (LNG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Amazon (AMZN)
Exxon Mobil Corporation (XOM)
FactSet Research Systems (FDS)
JPMorgan Chase & Co. (JPM)
Verizon Communications (VZ)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Pfizer Put Option (PFE)
At&t Put Option (T)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)

View all positions for Total Wealth Planning & Management

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

Fisher Investments
FMR
Bank of America Corporation
Ameriprise Financial
Envestnet Asset Management
Morgan Stanley
Jane Street
UBS Group
Goldman Sachs Group
Pnc Financial Services
Ronald Blue Trust
Raymond James Financial
LPL Financial
Captrust Financial Advisors
Northwestern Mutual Wealth Management Company

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