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iShares Lehman 7-10 Yr Treas. Bond shares owned by Wallace Advisory Group

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

Historical chart of Wallace Advisory Group 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 Wallace Advisory Group 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 Wallace Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 22k 96.39
2023-12-31 $2.4M 26k 91.59
2023-09-30 $2.6M 27k 96.60
2023-06-30 $2.8M 28k 99.12
2023-03-31 $2.8M 28k 99.12
2022-12-31 $2.6M 27k 95.78

More positions owned by Wallace Advisory Group

Merck & Co (MRK)
Chevron Corporation (CVX)
Amazon (AMZN)
Cigna Corp (CI)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Alphabet Cap Stk Cl A (GOOGL)
Adobe Systems Incorporated (ADBE)
Ishares Tr Msci China Etf (MCHI)

View all positions for Wallace Advisory Group

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
Citadel Advisors
Ronald Blue Trust
Nationwide Fund Advisors
MEMBERS Trust
Bank Julius Baer & Co. Ltd, Zurich
Bank Of Montreal
Goldman Sachs Group

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