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

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

Historical chart of Bright Futures 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 Bright Futures 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 Bright Futures Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.0M 34k 119.00
2024-03-31 $3.7M 32k 115.65

More positions owned by Bright Futures Wealth Management

Apple (AAPL)
Amazon (AMZN)
Spdr Ser Tr S&p Regl Bkg (KRE)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Pacer Fds Tr Pacer Us Small (CALF)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Blackstone Mtg Tr Com Cl A (BXMT)
Fidelity Covington Trust High Divid Etf (FDVV)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exchange Traded Nasdq Cln Edge (GRID)

View all positions for Bright Futures Wealth Management

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Bank of America Corporation
Financial Engines Advisors L.L.C
Envestnet Asset Management
Charles Schwab Investment Management
FMR
Morgan Stanley
Branch Banking & Trust Company
Assetmark
Wells Fargo & Company
Ameriprise Financial
Janney Montgomery Scott
HPM Partners
UBS Group
Creative Planning

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