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

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

Historical chart of Laurel Oak 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 Laurel Oak 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 Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.9M 25k 118.60

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Bank of America Corporation
Captrust Financial Advisors
Invesco
Financial Engines Advisors L.L.C
Envestnet Asset Management
Assetmark
UBS Group
Morgan Stanley
Ameriprise Financial
LPL Financial
Stifel Financial
Bank Julius Baer & Co. Ltd, Zurich
Wells Fargo & Company
Wit
Mariner Wealth Advisors

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