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iShares Lehman 3-7 Yr Treasury Bond shares owned by Breakwater Investment Management

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

Historical chart of Breakwater Investment 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 Breakwater Investment 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 Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $18k 152 115.55
2024-09-30 $18k 152 119.61
2024-06-30 $18k 152 115.47
2024-03-31 $18k 152 115.82

More positions owned by Breakwater Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Breakwater Investment Management

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

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

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