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iShares Lehman 3-7 Yr Treasury Bond shares owned by Atria Investments

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

Historical chart of Atria Investments 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 Atria Investments 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.3M 70k 119.61
2024-06-30 $7.9M 68k 115.47
2024-03-31 $7.9M 68k 115.81
2023-12-31 $8.1M 69k 117.13
2023-09-30 $7.8M 69k 113.16
2023-06-30 $8.1M 70k 115.26
2023-03-31 $10M 85k 117.65
2022-12-31 $8.1M 71k 114.89
2022-09-30 $8.3M 73k 114.28
2022-06-30 $8.4M 71k 119.34
2022-03-31 $5.9M 48k 122.04
2021-12-31 $6.4M 50k 128.68
2021-09-30 $5.5M 42k 130.16
2021-06-30 $3.2M 24k 130.53
2021-03-31 $1.9M 15k 129.90
2020-12-31 $1.0M 7.5k 132.94
2020-09-30 $3.9M 29k 133.58
2020-06-30 $8.5M 64k 133.66
2019-12-31 $2.0M 16k 125.76
2019-09-30 $10M 81k 126.80
2019-06-30 $8.8M 70k 127.09
2019-03-31 $1.6M 13k 123.21
2018-12-31 $255k 2.1k 121.26
2018-09-30 $9.8M 83k 119.07
2018-06-30 $9.7M 81k 120.00
2018-03-31 $3.0M 25k 120.61
2017-12-31 $4.9M 40k 122.17
2017-09-30 $14M 111k 123.51
2017-06-30 $13M 107k 123.57
2017-03-31 $4.6M 38k 123.06
2016-12-31 $5.1M 42k 122.52
2016-09-30 $11M 86k 126.54
2016-06-30 $8.9M 70k 127.33
2016-03-31 $2.8M 22k 125.97
2015-12-31 $511k 4.1k 123.79
2015-09-30 $1.1k 132 7.99
2015-03-31 $930k 7.5k 124.22
2014-12-31 $1.1M 9.3k 122.30
2014-03-31 $214k 1.8k 120.90
2013-09-30 $3.6M 30k 121.33
2011-12-31 $1.2M 9.8k 121.50

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

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