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iShares Lehman 7-10 Yr Treas. Bond shares owned by Valley Financial Management

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

Historical chart of Valley Financial 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 Valley Financial Management 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 Valley Financial Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $2.9M 30k 96.60
2023-03-31 $1.6M 16k 99.12

More positions owned by Valley Financial Management

Vanguard Russell 1000 Growth ETF Exchange Traded Fund (VONG)
VanEck Morningstar Wide Moat ETF Exchange Traded Fund (MOAT)
WisdomTree Europe Quality Div Gr ETF Exchange Traded Fund (EUDG)
WisdomTree Europe Hedged Equity ETF Exchange Traded Fund (HEDJ)
Vanguard Value ETF Exchange Traded Fund (VTV)
iShares Semiconductor ETF Exchange Traded Fund (SOXX)
iShares Core US Aggregate Bond ETF Exchange Traded Fund (AGG)
Invesco Aerospace & Defense ETF Exchange Traded Fund (PPA)
Health Care Select Sector SPDR Exchange Traded Fund (XLV)
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)
SPDR Exchange Traded Fund (KRE)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
iShares Core MSCI Pacific ETF Exchange Traded Fund (IPAC)
SPDR Exchange Traded Fund (XOP)
Vanguard Mid-Cap Growth ETF Exchange Traded Fund (VOT)

View all positions for Valley Financial Management

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

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

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