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

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

Historical chart of GenTrust 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 GenTrust 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 GenTrust

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.2M 52k 118.60
2025-03-31 $4.6M 39k 118.13
2024-12-31 $4.7M 41k 115.55

More positions owned by GenTrust

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr State Street Ene (XLE)
Apple (AAPL)
Ishares Tr Core Msci Euro (IEUR)

View all positions for GenTrust

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Bank of America Corporation
Captrust Financial Advisors
Invesco
Financial Engines Advisors L.L.C
Envestnet Asset Management
Assetmark
UBS Group
Morgan Stanley
Ameriprise Financial
LPL Financial
Stifel Financial
Bank Julius Baer & Co. Ltd, Zurich
Wells Fargo & Company
Wit
Mariner Wealth Advisors

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