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

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

Historical chart of Dogwood Wealth Management 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 Dogwood 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 Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $22k 181 118.60
2025-12-31 $5.3k 44 119.34
2025-09-30 $2.3k 19 119.53
2025-06-30 $2.2k 19 117.89

More positions owned by Dogwood Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Us Larg (AVLC)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Proshares Tr S&p Mdcp 400 Div (REGL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth Management

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Bank of America Corporation
Captrust Financial Advisors
Invesco
Financial Engines Advisors L.L.C
Envestnet Asset Management
Assetmark
UBS Group
Morgan Stanley
Ameriprise Financial
LPL Financial
Stifel Financial
Bank Julius Baer & Co. Ltd, Zurich
Wells Fargo & Company
Wit
Mariner Wealth Advisors

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