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iShares Lehman 7-10 Yr Treas. Bond shares owned by Wealthspan Partners

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

Historical chart of Wealthspan Partners 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 Wealthspan Partners 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 Wealthspan Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $814k 8.8k 92.45
2024-09-30 $469k 4.8k 98.12
2024-06-30 $221k 2.4k 93.65
2022-03-31 $1.1M 10k 107.50
2021-12-31 $1.2M 10k 115.05

More positions owned by Wealthspan Partners

Vanguard Index Fds Growth Etf (VUG)
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Deere & Company (DE)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Gold Tr Ishares New (IAU)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Ultrashort Fixed (DUSB)

View all positions for Wealthspan Partners

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