UG Investment Advisers »

iShares Lehman 7-10 Yr Treas. Bond shares owned by UG Investment Advisers

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

Historical chart of UG Investment Advisers 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 UG Investment Advisers 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 UG Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.9M 42k 94.66
2023-09-30 $5.8M 64k 91.59
2023-06-30 $6.1M 64k 96.60
2023-03-31 $10M 104k 99.12
2022-12-31 $11M 114k 95.78

More positions owned by UG Investment Advisers

Qualcomm (QCOM)
Hewlett Packard Enterprise (HPE)
Micron Technology (MU)
Alibaba Group Hldg Sponsored Ads (BABA)
Apple (AAPL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pdd Holdings Note 12/0 (Principal)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Jd.com Spon Adr Cl A (JD)
Baidu Spon Adr Rep A (BIDU)
Iqiyi Note 4.000%12/1 (Principal)

View all positions for UG Investment Advisers

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

FMR
Fisher Investments
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Citadel Advisors
Ameriprise Financial
Bank of America Corporation
Pnc Financial Services
Morgan Stanley
Captrust Financial Advisors
Raymond James & Associates
Charles Schwab Investment Management
Northwestern Mutual Wealth Management Company
Ronald Blue Trust

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