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iShares Lehman 3-7 Yr Treasury Bond shares owned by Financeware

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

Historical chart of Financeware 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 Financeware 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 Financeware

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 85k 119.61
2024-06-30 $9.6M 83k 115.47
2024-03-31 $9.6M 83k 115.81
2023-12-31 $9.7M 83k 117.13
2023-09-30 $10M 90k 113.16
2023-06-30 $9.1M 79k 115.26
2023-03-31 $9.6M 81k 117.65
2022-12-31 $16M 139k 114.89
2022-09-30 $30M 261k 114.28
2022-06-30 $11M 88k 119.34
2022-03-31 $12M 99k 122.05
2021-12-31 $16M 128k 128.17
2021-09-30 $12M 91k 130.17
2021-06-30 $13M 97k 130.53
2021-03-31 $9.6M 74k 129.89
2020-12-31 $12M 88k 132.98
2020-09-30 $9.4M 71k 133.60
2020-06-30 $9.3M 69k 133.67
2020-03-31 $9.1M 68k 133.34
2019-12-31 $9.0M 72k 125.74
2019-09-30 $9.1M 72k 126.80
2019-06-30 $9.0M 72k 125.75
2019-03-31 $8.9M 72k 123.20
2018-12-31 $8.8M 72k 121.40
2018-09-30 $9.9M 83k 119.07
2018-06-30 $11M 88k 120.00
2018-03-31 $12M 103k 120.62
2017-12-31 $12M 94k 122.16
2017-09-30 $9.2M 75k 123.51
2017-06-30 $9.9M 80k 123.57
2017-03-31 $9.8M 80k 123.04
2016-12-31 $9.7M 80k 122.51
2016-09-30 $9.1M 72k 126.54
2016-06-30 $8.8M 69k 127.36
2016-03-31 $8.6M 68k 125.95
2015-12-31 $6.5M 53k 122.61
2015-09-30 $6.6M 53k 124.65
2015-06-30 $6.6M 53k 122.96
2015-03-31 $6.9M 55k 124.16
2014-12-31 $6.9M 57k 122.31
2014-09-30 $6.6M 55k 121.31
2014-06-30 $6.6M 54k 121.79
2014-03-31 $6.7M 55k 120.71
2013-12-31 $8.4M 70k 120.03
2013-09-30 $5.0M 41k 121.34
2013-06-30 $4.9M 41k 120.74

More positions owned by Financeware

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Sprott Physical Silver Tr Tr Unit (PSLV)
Sprott Physical Gold Tr Unit (PHYS)
RBB Us Treasr 10 Yr (UTEN)
Invesco SHS (IVZ)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Financeware

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Invesco
Bank of America Corporation
Financial Engines Advisors L.L.C
Envestnet Asset Management
Morgan Stanley
Captrust Financial Advisors
Branch Banking & Trust Company
HPM Partners
Assetmark
Janney Montgomery Scott
Bank Julius Baer & Co. Ltd, Zurich
LPL Financial
Creative Planning
Wells Fargo & Company

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