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

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

Historical chart of Centric Wealth 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 Centric 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 Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 40k 113.50

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Mastercard Incorporated Cl A (MA)
TJX Companies (TJX)
Schwab Strategic Tr Long Term Us (SCHQ)
Amazon (AMZN)

View all positions for Centric Wealth 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