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iShares Lehman 3-7 Yr Treasury Bond shares owned by 4J Wealth Management

Quarter-by-quarter ownership of iShares Lehman 3-7 Yr Treasury Bond (IEI) shares owned by 4J Wealth Management from 13F filings

Historical chart of 4J 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 4J 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 4J Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 42k 119.51
2025-06-30 $4.1M 34k 119.09
2025-03-31 $4.1M 34k 118.14
2024-12-31 $3.7M 32k 115.55

More positions owned by 4J Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
T Rowe Price Etf International Eq (TOUS)
T Rowe Price Etf Floating Rate (TFLR)
T Rowe Price Etf Cap Appreciation (TCAF)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Innovator Etfs Trust Defined Wlt Shld (BALT)
T Rowe Price Etf Technology Etf (TTEQ)
Apple (AAPL)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for 4J Wealth Management

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Captrust Financial Advisors
Invesco
Financial Engines Advisors L.L.C
Envestnet Asset Management
BlackRock
Morgan Stanley
Assetmark
Ameriprise Financial
Bank Julius Baer & Co. Ltd, Zurich
LPL Financial
Wells Fargo & Company
UBS Group
Stifel Financial
Wit

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