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iShares Lehman 3-7 Yr Treasury Bond shares owned by DSG Capital Advisors

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

Historical chart of DSG Capital Advisors 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 DSG Capital Advisors 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 DSG Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.3M 44k 119.29
2025-09-30 $6.0M 50k 119.51
2025-06-30 $3.5M 29k 119.09

More positions owned by DSG Capital Advisors

Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Goldman Sachs (GS)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
UnitedHealth (UNH)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Gold Tr Gold Shs (GLD)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Visa Com Cl A (V)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for DSG Capital 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
Assetmark
Ameriprise Financial
Bank Julius Baer & Co. Ltd, Zurich
LPL Financial
UBS Group
Stifel Financial
Wells Fargo & Company
Wit
Branch Banking & Trust Company
HPM Partners

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