Carl P. Sherr & Co »

iShares Lehman 3-7 Yr Treasury Bond shares owned by Carl P. Sherr & Co

Quarter-by-quarter ownership of iShares Lehman 3-7 Yr Treasury Bond (IEI) shares owned by Carl P. Sherr & Co from 13F filings

Historical chart of Carl P. Sherr & Co 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 Carl P. Sherr & Co consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 3-7 Yr Treasury Bond by Carl P. Sherr & Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $427k 3.6k 119.35
2025-09-30 $241k 2.0k 119.51
2025-06-30 $240k 2.0k 119.09

More positions owned by Carl P. Sherr & Co

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Us Vlu (IUSV)
Apple (AAPL)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Mid Cap Etf (IWR)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust State Street Spd (SPHY)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Carl P. Sherr & Co

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
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

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