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iShares Lehman 7-10 Yr Treas. Bond shares owned by waypoint wealth counsel

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

Historical chart of waypoint wealth counsel 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 waypoint wealth counsel 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 waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 16k 98.12
2024-06-30 $1.6M 18k 93.65
2024-03-31 $1.7M 18k 94.66
2023-12-31 $1.1M 11k 96.39
2023-09-30 $271k 3.0k 91.59

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View all positions for waypoint wealth counsel

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