Legacy Wealth Managment »

iShares Lehman 3-7 Yr Treasury Bond shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment 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 Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 3-7 Yr Treasury Bond by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-12-31 $83k 698 119.35

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
NeoVo (NEOV)
Simplify Exchange Traded Fun Ancorato Target (XXV)
Ishares Tr Ultra Short Dur (ICSH)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
Oracle Corporation (ORCL)
First Tr Exchange-traded First Tr Enh New (FTSM)
Eagle Pt Cr (ECC)
Fs Kkr Capital Corp (FSK)
Proshares Tr Bitcoin Etf (BITO)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)

View all positions for Legacy Wealth Managment

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

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