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iShares Lehman 3-7 Yr Treasury Bond shares owned by Grubman Wealth Management

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

Historical chart of Grubman Wealth Management investment in iShares Lehman 3-7 Yr Treasury Bond

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Quarterly reported holdings in iShares Lehman 3-7 Yr Treasury Bond by Grubman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $457k 3.8k 119.59
2024-06-30 $1.1M 9.5k 115.47
2024-03-31 $27M 237k 115.81
2023-12-31 $27M 233k 117.13
2023-09-30 $25M 221k 113.16
2023-06-30 $26M 226k 115.26
2023-03-31 $29M 245k 117.65
2022-12-31 $18M 157k 114.89
2022-09-30 $20M 177k 114.28
2022-06-30 $20M 168k 119.34
2022-03-31 $21M 173k 122.05
2021-12-31 $18M 142k 128.67
2021-09-30 $23M 179k 130.17
2021-06-30 $22M 171k 130.53
2021-03-31 $21M 161k 129.89
2020-12-31 $19M 145k 132.98
2020-09-30 $16M 118k 133.59
2020-06-30 $16M 120k 133.67
2020-03-31 $15M 115k 133.34
2019-12-31 $12M 95k 125.75
2019-09-30 $9.0M 71k 126.80
2019-06-30 $8.0M 64k 125.76
2019-03-31 $7.9M 64k 123.19
2018-12-31 $8.0M 66k 121.39
2018-09-30 $4.1M 34k 119.08
2018-06-30 $4.1M 34k 120.01
2018-03-31 $4.2M 35k 120.63
2017-12-31 $4.2M 34k 122.16
2017-09-30 $4.2M 34k 123.51
2017-06-30 $4.1M 33k 123.57
2017-03-31 $4.0M 32k 123.06
2016-12-31 $3.6M 29k 122.52
2016-09-30 $3.6M 29k 126.54
2016-06-30 $3.8M 30k 127.35
2016-03-31 $3.7M 30k 125.96
2015-12-31 $2.9M 24k 124.64
2015-09-30 $3.0M 24k 124.66
2015-06-30 $2.5M 21k 122.96
2015-03-31 $2.2M 18k 124.15

More positions owned by Grubman Wealth Management

iShares Russell 1000 ETF Class Title (IWB)
iShares Russell 2000 ETF Class Title (IWM)
iShares 7-10 Year Treasury Bond ETF Class Title (IEF)
iShares MSCI EAFE ETF Class Title (EFA)
iShares Core US Aggregate Bond ETF Class Title (AGG)
Vanguard Mortgage-Backed Secs ETF Class Title (VMBS)
Invesco NASDAQ 100 ETF Class Title (QQQM)
iShares 0-5 Year TIPS Bond ETF Class Title (STIP)
Vanguard FTSE Developed Markets ETF Class Title (VEA)
Vanguard S&P 500 ETF Class Title (VOO)
Vanguard Small-Cap ETF Class Title (VB)
Vanguard Short-Term Corporate Bond ETF Class Title (VCSH)
iShares Core MSCI Emerging Markets ETF Class Title (IEMG)
iShares ESG Aware MSCI USA ETF Class Title (ESGU)
Vanguard Real Estate ETF Class Title (VNQ)

View all positions for Grubman Wealth Management

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