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

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

Historical chart of MBL Wealth 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 MBL Wealth 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $23M 195k 115.47
2024-03-31 $22M 187k 115.81
2023-12-31 $20M 169k 117.13
2023-09-30 $17M 150k 113.16
2023-06-30 $14M 125k 115.26
2023-03-31 $14M 115k 117.65
2022-12-31 $7.7M 67k 114.89
2022-09-30 $7.5M 65k 114.28

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Apple (AAPL)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)

View all positions for MBL Wealth

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Bank of America Corporation
Envestnet Asset Management
Charles Schwab Investment Management
Morgan Stanley
Branch Banking & Trust Company
Wells Fargo & Company
Assetmark
Janney Montgomery Scott
HPM Partners
Bank Julius Baer & Co. Ltd, Zurich
Creative Planning
Stifel Financial
LPL Financial
BlackRock

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