Family Management Corporation »

iShares Lehman 3-7 Yr Treasury Bond shares owned by Family Management Corporation

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

Historical chart of Family Management Corporation 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 Family Management Corporation 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 Family Management Corporation

Quarter filed Position value Share count Share price at filing
2024-03-31 $26k 226 115.81
2023-12-31 $27k 226 117.13
2023-09-30 $11k 93 113.16
2023-03-31 $18M 156k 117.65
2019-09-30 $53k 421 125.89

More positions owned by Family Management Corporation

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Pacer Us Small (CALF)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Amazon (AMZN)
Ishares Tr Blackrock Ultra (ICSH)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for Family Management Corporation

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Bank of America Corporation
Envestnet Asset Management
Charles Schwab Investment Management
Morgan Stanley
Branch Banking & Trust Company
Wells Fargo & Company
Assetmark
Janney Montgomery Scott
HPM Partners
Bank Julius Baer & Co. Ltd, Zurich
Creative Planning
Stifel Financial
LPL Financial
BlackRock

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