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iShares Lehman 3-7 Yr Treasury Bond shares owned by Fortune Financial Advisors

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

Historical chart of Fortune Financial 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 Fortune Financial 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 Fortune Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 25k 119.60
2024-06-30 $2.8M 24k 115.47
2024-03-31 $2.7M 24k 115.81
2023-12-31 $2.7M 23k 117.13
2023-09-30 $2.6M 23k 113.16

More positions owned by Fortune Financial Advisors

Ishares Tr Msci Usa Min Vol (USMV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Novo-nordisk A S Adr (NVO)
Mastercard Incorporated Cl A (MA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
O'reilly Automotive (ORLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Northrop Grumman Corporation (NOC)
Applied Materials (AMAT)
JPMorgan Chase & Co. (JPM)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Fortune Financial Advisors

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