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

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

Historical chart of Mittelman 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 Mittelman 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 Mittelman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $229k 2.0k 115.55
2024-06-30 $223k 1.9k 115.47
2024-03-31 $275k 2.4k 115.81

More positions owned by Mittelman Wealth Management

Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Vanguard High Dividend Yield Etf Uit Exchange Traded (VYM)
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA)
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Evolv Technologies Hldgs Class A Common Stock (EVLV)
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Uit Exchange Traded (IGIB)
Ishrs 10 Yr Invest Grade Bond Etf Uit Exchange Traded (IGLB)
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Uit Exchange Traded (IGSB)
Vanguard Small Cap Etf Uit Exchange Traded (VB)
Vanguard Mid Cap Etf Uit Exchange Traded (VO)
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)
Vanguard Utilities Etf Uit Exchange Traded (VPU)
Ishares Iboxx High Yield Bond Etf Uit Exchange Traded (HYG)
Invesco Senior Loan Etf Uit Exchange Traded (BKLN)

View all positions for Mittelman 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