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iShares Lehman 7-10 Yr Treas. Bond shares owned by West Chester Capital Advisors

Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by West Chester Capital Advisors from 13F filings

Historical chart of West Chester Capital Advisors 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 West Chester Capital Advisors 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 West Chester Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $23M 240k 96.46
2025-06-30 $23M 237k 95.77
2025-03-31 $21M 224k 95.37
2024-12-31 $21M 232k 92.45
2023-09-30 $335k 3.7k 91.59

More positions owned by West Chester Capital Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
AmeriServ Financial (ASRV)
Apple (AAPL)
Eli Lilly & Co. (LLY)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)

View all positions for West Chester Capital Advisors

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

Fisher Investments
FMR
Jpmorgan Chase & Co
Ameriprise Financial
Envestnet Asset Management
Morgan Stanley
Pnc Financial Services
Bank Of Montreal
Barclays
Raymond James Financial
Ronald Blue Trust
UBS Group
Captrust Financial Advisors
Susquehanna International
Jane Street

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