iShares Lehman 3-7 Yr Treasury Bond shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman 3-7 Yr Treasury Bond (IEI) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors 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 HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 12k | 119.52 |
| 2025-06-30 | $1.2M | 10k | 119.09 |
| 2025-03-31 | $1.2M | 10k | 118.14 |
| 2024-12-31 | $1.4M | 12k | 115.55 |
| 2024-09-30 | $1.5M | 12k | 119.60 |
| 2024-06-30 | $1.4M | 12k | 115.47 |
| 2024-03-31 | $1.4M | 12k | 115.81 |
| 2023-12-31 | $1.2M | 11k | 117.13 |
| 2023-09-30 | $325k | 2.9k | 113.16 |
| 2023-03-31 | $262k | 2.2k | 117.65 |
| 2022-12-31 | $256k | 2.2k | 114.89 |
| 2022-09-30 | $254k | 2.2k | 114.16 |
| 2020-03-31 | $67k | 506 | 132.41 |
| 2019-12-31 | $1.0k | 5 | 200.00 |
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