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

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

Historical chart of Kastel Capital 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 Kastel Capital 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 Kastel Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $240k 2.0k 119.34

More positions owned by Kastel Capital Advisors

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Total (IXUS)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Emng Mkts Eqt (EMGF)
Ishares Tr National Mun Etf (MUB)

View all positions for Kastel Capital Advisors

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
Assetmark
Ameriprise Financial
Bank Julius Baer & Co. Ltd, Zurich
LPL Financial
UBS Group
Wells Fargo & Company
Stifel Financial
Wit
Branch Banking & Trust Company

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