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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman 3-7 Yr Treasury Bond held by HCR Wealth 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Vanguard Growth Index Fund ETF Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Microsoft Common Stock (MSFT)
Ametek Common Stock (AME)
iShares Core S&P 500 ETF Etf (IVV)
First Trust Preferred Securities and Income ETF Etf (FPE)
Alphabet Common Stock (GOOGL)
Palo Alto Networks Common Stock (PANW)
Nvidia Corp Common Stock (NVDA)
Visa Common Stock (V)
Amazon.Com Common Stock (AMZN)
Costco Wholesale Common Stock (COST)
Meta Platforms Common Stock (META)

View all positions for HCR Wealth 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
Janney Montgomery Scott
Assetmark
Bank Julius Baer & Co. Ltd, Zurich
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