Centerline Wealth Advisors »

iShares Lehman 3-7 Yr Treasury Bond shares owned by Centerline Wealth Advisors

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

Historical chart of Centerline Wealth Advisors 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 Centerline Wealth Advisors 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 Centerline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.8M 57k 119.35

More positions owned by Centerline Wealth Advisors

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Tcw Etf Trust Transform System (PWRD)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares A I Inno (BAI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Ishares Tr U.s. Tech Etf (IYW)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr U.s. Finls Etf (IYF)

View all positions for Centerline Wealth Advisors

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
LPL Financial
Wells Fargo & Company
UBS Group
Stifel Financial
Wit
Branch Banking & Trust Company

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