Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

iShares Lehman 3-7 Yr Treasury Bond shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of iShares Lehman 3-7 Yr Treasury Bond (IEI) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 3-7 Yr Treasury Bond by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $543k 4.6k 117.14
2023-09-30 $426k 3.8k 113.15
2023-06-30 $515k 4.5k 115.25
2023-03-31 $440k 3.7k 117.65
2022-12-31 $419k 3.6k 114.90
2022-09-30 $477k 4.2k 114.25
2022-06-30 $552k 4.6k 119.40
2022-03-31 $600k 4.9k 122.08
2021-12-31 $698k 5.4k 128.64
2021-09-30 $653k 5.0k 130.11
2021-06-30 $667k 5.1k 130.58
2021-03-31 $651k 5.0k 129.94
2020-12-31 $845k 6.4k 132.99
2020-09-30 $800k 6.0k 133.60
2020-06-30 $763k 5.7k 133.72
2020-03-31 $795k 6.0k 133.39
2019-12-31 $840k 6.7k 125.79
2019-09-30 $1.1M 8.7k 126.79
2019-06-30 $685k 5.4k 125.80
2018-06-30 $216k 1.8k 120.20
2018-03-31 $280k 362 773.48
2017-12-31 $390k 3.2k 122.14
2017-09-30 $366k 3.0k 123.57
2017-06-30 $404k 3.3k 123.51
2017-03-31 $396k 3.2k 123.10
2016-12-31 $402k 3.3k 122.41
2016-09-30 $452k 3.6k 126.61
2016-06-30 $454k 3.6k 127.24
2016-03-31 $561k 4.5k 125.90
2015-12-31 $683k 5.6k 122.60
2015-09-30 $752k 6.0k 124.59
2015-06-30 $602k 4.9k 123.06
2015-03-31 $597k 4.8k 124.12
2014-12-31 $611k 5.0k 122.37
2014-09-30 $665k 5.5k 121.37
2014-06-30 $666k 5.5k 121.80
2014-03-31 $660k 5.5k 120.75
2013-12-31 $712k 5.9k 120.11
2013-09-30 $786k 6.5k 121.41
2013-06-30 $938k 7.8k 120.71
2013-03-31 $1.2M 9.7k 123.52
2012-12-31 $1.7M 14k 123.25
2012-09-30 $3.6M 29k 123.74
2012-06-30 $6.5M 53k 123.01
2012-03-31 $7.9M 65k 121.10
2011-12-31 $9.4M 77k 122.04
2011-09-30 $10M 85k 121.48
2011-06-30 $9.6M 82k 117.10
2011-03-31 $9.1M 79k 115.76