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iShares Lehman 3-7 Yr Treasury Bond shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners 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 Cyndeo Wealth Partners 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 26k 119.51
2025-06-30 $2.9M 24k 119.09
2025-03-31 $1.5M 13k 118.13
2023-03-31 $381k 3.2k 117.67
2022-12-31 $9.1M 80k 114.89

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View all positions for Cyndeo Wealth Partners

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
Morgan Stanley
Assetmark
Ameriprise Financial
Bank Julius Baer & Co. Ltd, Zurich
LPL Financial
Wells Fargo & Company
UBS Group
Stifel Financial
Wit

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