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

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

Historical chart of WorthPointe 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 WorthPointe 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 WorthPointe

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.3M 35k 94.57
2025-03-31 $1.2M 13k 95.37
2023-03-31 $279k 2.8k 99.12
2022-12-31 $597k 6.2k 95.78
2022-09-30 $599k 6.2k 96.04
2022-06-30 $638k 6.2k 102.29
2022-03-31 $744k 6.9k 107.41

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
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Dimensional Etf Trust Us High Prof Etf (DUHP)
Spdr Series Trust St Str P500etf (SPYM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Real Estate Etf (AVRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for WorthPointe

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

Fisher Investments
Jpmorgan Chase & Co
FMR
Bank of America Corporation
Ameriprise Financial
Envestnet Asset Management
Morgan Stanley
Jane Street
Pnc Financial Services
Raymond James Financial
Ronald Blue Trust
UBS Group
LPL Financial
Captrust Financial Advisors
Northwestern Mutual Wealth Management Company

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