Adams Wealth Management »

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

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $398k 3.3k 119.61
2024-06-30 $387k 3.4k 115.47
2024-03-31 $457k 3.9k 115.81
2023-12-31 $441k 3.8k 117.13

More positions owned by Adams Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Proshares Tr Pshs Ult S&p 500 (SSO)
Direxion Shs Etf Tr Dly S&p500 2xs (SPUU)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)
Ishares Tr Conv Bd Etf (ICVT)
Blackrock Etf Trust Ii Aaa Clo Etf (CLOA)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr Latn Amer 40 Etf (ILF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Msci Italy Etf (EWI)
Ishares Tr Msci India Sm Cp (SMIN)
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)

View all positions for Adams Wealth Management

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Invesco
Bank of America Corporation
Financial Engines Advisors L.L.C
Envestnet Asset Management
Morgan Stanley
Captrust Financial Advisors
Branch Banking & Trust Company
HPM Partners
Assetmark
Janney Montgomery Scott
Bank Julius Baer & Co. Ltd, Zurich
LPL Financial
Creative Planning
Wells Fargo & Company

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