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

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

Historical chart of LLBH Private Wealth Management 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 LLBH 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 LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.1M 52k 119.51
2025-06-30 $5.1M 43k 119.09
2025-03-31 $4.9M 41k 118.13

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First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
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Exxon Mobil Corporation (XOM)

View all positions for LLBH 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