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

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

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

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All positions including iShares Lehman 3-7 Yr Treasury Bond held by JGP Wealth Management 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 JGP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $342k 2.9k 119.51
2025-06-30 $386k 3.2k 119.10
2025-03-31 $251k 2.1k 118.12
2021-03-31 $214k 1.7k 129.70

More positions owned by JGP Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Kla Corp Com New (KLAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)
Analog Devices (ADI)
PNC Financial Services (PNC)
Automatic Data Processing (ADP)
Tractor Supply Company (TSCO)
Quest Diagnostics Incorporated (DGX)
Raytheon Technologies Corp (RTX)
Nextera Energy (NEE)
W.W. Grainger (GWW)

View all positions for JGP Wealth Management

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Captrust Financial Advisors
Invesco
Financial Engines Advisors L.L.C
Envestnet Asset Management
BlackRock
Morgan Stanley
Assetmark
Ameriprise Financial
Bank Julius Baer & Co. Ltd, Zurich
LPL Financial
Wells Fargo & Company
UBS Group
Stifel Financial
Wit

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