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

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

Historical chart of Wellesley Investment 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 Wellesley Investment 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 Wellesley Investment Partners

Quarter filed Position value Share count Share price at filing
2020-09-30 $31M 258k 121.82
2020-06-30 $31M 253k 121.87
2020-03-31 $27M 222k 121.48
2019-12-31 $31M 278k 110.22
2019-09-30 $30M 264k 112.47
2019-06-30 $26M 237k 110.02
2019-03-31 $24M 222k 106.67
2018-12-31 $16M 150k 104.20
2018-09-30 $16M 154k 101.16
2018-06-30 $11M 108k 102.51
2018-03-31 $11M 106k 103.19
2017-12-31 $9.7M 92k 105.56
2017-09-30 $9.2M 86k 106.51
2017-06-30 $9.1M 85k 106.61
2017-03-31 $8.9M 84k 105.59
2016-12-31 $8.3M 79k 104.81
2016-09-30 $8.3M 74k 111.88
2016-06-30 $8.4M 75k 112.94
2016-03-31 $7.7M 70k 110.33
2015-12-31 $6.6M 63k 105.58

More positions owned by Wellesley Investment Partners

iShares S&P 500 ETF Core S&p500 Etf (IVV)
iShares 7-10 Year Treasury Bond ETF Barclays 7 10 Yr (IEF)
Vanguard Developed Markets ETF Ftse Dev Mkt Etf (VEA)
iShares U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)
Vanguard Short-Term Bond ETF Short Trm Bond (BSV)
Ishares 1-3 Year Treasry 1 3 Yr Treas Bd (SHY)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Vanguard Emerging Markets ETF Ftse Emr Mkt Etf (VWO)
iShares Gold Trust ETF Ishares
iShares S&P Mid Cap ETF Core S&p Mcp Etf (IJH)
Powershs Nasdaq-100 ETF Unit Ser 1 (QQQ)
Vanguard Total Stock Mkt ETF Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Apple (AAPL)

View all positions for Wellesley Investment Partners

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

Fisher Investments
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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