49 Wealth Management »

iShares Lehman 3-7 Yr Treasury Bond shares owned by 49 Wealth Management

Quarter-by-quarter ownership of iShares Lehman 3-7 Yr Treasury Bond (IEI) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 Wealth Management investment in iShares Lehman 3-7 Yr Treasury Bond

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All positions including iShares Lehman 3-7 Yr Treasury Bond held by 49 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman 3-7 Yr Treasury Bond by 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.1M 27k 117.45

More positions owned by 49 Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Russell 2000 Etf (IWM)
Elevation Series Trust Polen Divid Etf (DIVZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Rbb Fund Trust Pathfinder Disc (PFDE)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for 49 Wealth Management

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Bank of America Corporation
Captrust Financial Advisors
Financial Engines Advisors L.L.C
Invesco
Assetmark
FMR
Envestnet Asset Management
Ameriprise Financial
Morgan Stanley
LPL Financial
Bank Julius Baer & Co. Ltd, Zurich
Wells Fargo & Company
Mariner Wealth Advisors
Stifel Financial

View all funds holding iShares Lehman 3-7 Yr Treasury Bond