ValMark Advisers »

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

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

Historical chart of ValMark 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 ValMark 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $235k 2.5k 94.66
2023-12-31 $244k 2.5k 96.39
2023-09-30 $234k 2.6k 91.59
2023-06-30 $247k 2.6k 96.60
2023-03-31 $256k 2.6k 99.12
2022-12-31 $241k 2.5k 95.78
2022-09-30 $242k 2.5k 96.11
2022-06-30 $259k 2.5k 102.33
2022-03-31 $292k 2.7k 107.39
2021-12-31 $310k 2.7k 114.94
2021-09-30 $288k 2.5k 115.38
2021-06-30 $296k 2.6k 115.40
2021-03-31 $304k 2.7k 113.10
2020-12-31 $316k 2.6k 119.79
2020-09-30 $320k 2.6k 121.90
2020-06-30 $320k 2.6k 121.72
2020-03-31 $410k 3.4k 121.34
2019-12-31 $360k 3.3k 110.26
2019-09-30 $426k 3.8k 112.40
2019-06-30 $372k 3.4k 109.90
2019-03-31 $363k 3.4k 106.64
2018-12-31 $349k 3.4k 104.18
2018-09-30 $284k 2.8k 101.21
2018-06-30 $293k 2.9k 102.56
2018-03-31 $355k 3.4k 103.20
2017-12-31 $363k 3.4k 105.52
2013-09-30 $369k 3.6k 102.05
2013-06-30 $427k 4.2k 102.45
2013-03-31 $590k 5.5k 107.31
2012-12-31 $2.3M 21k 107.51
2012-09-30 $7.2M 66k 108.46
2012-06-30 $27M 249k 107.93
2012-03-31 $24M 229k 103.28
2011-12-31 $23M 214k 105.57
2011-09-30 $20M 193k 105.07
2011-06-30 $18M 185k 95.86

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

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

Jpmorgan Chase & Co
UBS Group
Pnc Financial Services
Fisher Investments
Bank of America Corporation
Raymond James & Associates
Captrust Financial Advisors
Charles Schwab Investment Management
Ronald Blue Trust
Citadel Advisors
Susquehanna International
Nationwide Fund Advisors
MEMBERS Trust
Bank Julius Baer & Co. Ltd, Zurich
Bank Of Montreal

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