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iShares Lehman 7-10 Yr Treas. Bond shares owned by TruWealth Advisors

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

Historical chart of TruWealth Advisors 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 TruWealth Advisors 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 TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $257k 2.6k 98.15
2024-06-30 $482k 5.2k 93.64
2024-03-31 $50M 531k 94.66
2023-12-31 $48M 500k 96.39
2023-09-30 $45M 489k 91.59
2023-06-30 $45M 463k 96.60
2023-03-31 $22M 217k 99.12
2022-12-31 $9.8M 102k 95.78

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Ishares Tr Rus 1000 Grw Etf (IWF)
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
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American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
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Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Abbvie (ABBV)

View all positions for TruWealth Advisors

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