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iShares Lehman 3-7 Yr Treasury Bond shares owned by Brandywine Oak Private Wealth

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

Historical chart of Brandywine Oak Private Wealth 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 Brandywine Oak Private Wealth 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 Brandywine Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $241k 2.1k 115.55
2018-12-31 $2.0k 21 95.24

More positions owned by Brandywine Oak Private Wealth

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Vanguard World Inf Tech Etf (VGT)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Global Reit Etf (REET)

View all positions for Brandywine Oak Private Wealth

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
Assetmark
Ameriprise Financial
Bank Julius Baer & Co. Ltd, Zurich
UBS Group
LPL Financial
Wells Fargo & Company
Stifel Financial
Wit
Branch Banking & Trust Company

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