Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Capstone Wealth Management »

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

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

Historical chart of Capstone 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 Capstone Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

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

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$464k	3.9k	119.35
2025-09-30	$312k	2.6k	119.51
2025-03-31	$356k	3.0k	118.13
2024-12-31	$347k	3.0k	115.56

More positions owned by Capstone Wealth Management

Ea Series Trust Ea Bridgeway Omn (BSVO)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Dimensional Etf Trust Us Equity Market (DFUS)

Dimensional Etf Trust Internatnal Val (DFIV)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

Dimensional Etf Trust Us Mktwide Value (DFUV)

Dimensional Etf Trust World Ex Us Core (DFAX)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

Vanguard Scottsdale Fds Inter Term Treas (VGIT)

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

American Centy Etf Tr Intl Smcp Vlu (AVDV)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

Apple (AAPL)

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Capstone Wealth Management

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co

Invesco

Financial Engines Advisors L.L.C

Envestnet Asset Management

Assetmark

Ameriprise Financial

Bank Julius Baer & Co. Ltd, Zurich

LPL Financial

UBS Group

Stifel Financial

Wells Fargo & Company

Wit

Branch Banking & Trust Company

HPM Partners

Janney Montgomery Scott

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z