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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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)
RBB Us Treasr 10 Yr (UTEN)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Total (IXUS)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Financeware

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Bank of America Corporation
Charles Schwab Investment Advisory
Branch Banking & Trust Company
HPM Partners
Janney Montgomery Scott
Assetmark
Bank Julius Baer & Co. Ltd, Zurich
Creative Planning
UBS Group
Wells Fargo & Company
Charles Schwab Investment Management
Matson Money
Stifel Financial
WestEnd Advisors

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