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iShares Lehman 3-7 Yr Treasury Bond shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $214k 1.8k 115.81
2021-12-31 $12k 98 122.45

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Apple (AAPL)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Bank of America Corporation
Charles Schwab Investment Advisory
Branch Banking & Trust Company
HPM Partners
Bank Julius Baer & Co. Ltd, Zurich
Janney Montgomery Scott
Creative Planning
Assetmark
UBS Group
Wells Fargo & Company
Charles Schwab Investment Management
Matson Money
Stifel Financial
WestEnd Advisors

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