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

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

Historical chart of HC Advisors 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 HC 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 HC Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 37k 117.13

More positions owned by HC Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intrm Trm Tres (SCHR)
First Tr Morningstar Div Lea SHS (FDL)
Ishares Tr U.s. Tech Etf (IYW)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Smallcap Divd (DES)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Barclays 7 10 Yr (IEF)
Apple (AAPL)
Schwab US Agg Bond ETF Us Aggregate B (SCHZ)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr U.s. Finls Etf (IYF)
Ishares Tr Us Hlthcare Etf (IYH)

View all positions for HC Advisors

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
Assetmark
Bank Julius Baer & Co. Ltd, Zurich
Janney Montgomery Scott
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