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iShares Lehman 7-10 Yr Treas. Bond shares owned by Wsfs Capital Management

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

Historical chart of Wsfs Capital Management 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 Wsfs Capital Management 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 Wsfs Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 27k 94.66
2023-12-31 $2.3M 23k 96.39
2023-09-30 $2.1M 23k 91.59
2023-06-30 $2.0M 21k 96.60
2023-03-31 $2.3M 24k 99.12
2022-12-31 $2.1M 22k 95.78

More positions owned by Wsfs Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vertex Cl A (VERX)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Merck & Co (MRK)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Wsfs Capital Management

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

Jpmorgan Chase & Co
UBS Group
Pnc Financial Services
Fisher Investments
Bank of America Corporation
Raymond James & Associates
Captrust Financial Advisors
Charles Schwab Investment Management
Citadel Advisors
Ronald Blue Trust
Nationwide Fund Advisors
MEMBERS Trust
Bank Julius Baer & Co. Ltd, Zurich
Bank Of Montreal
Goldman Sachs Group

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