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

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

Historical chart of KDK Private 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 KDK Private 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 KDK Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 2.0k 119.46
2025-06-30 $233k 2.0k 119.04

More positions owned by KDK Private Wealth Management

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Fidelity Covington Trust Msci Commntn Svc (FCOM)
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View all positions for KDK Private 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