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

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

Historical chart of Monograph Wealth Advisors 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 Monograph Wealth Advisors 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 Monograph Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $667k 5.6k 118.60

More positions owned by Monograph Wealth Advisors

DFA US Core Equity 2 ETF Etf (DFAC)
DFA World ex US Core Equity 2 ETF Etf (DFAX)
DFA US Marketwide Value ETF Etf (DFUV)
DFA US Targeted Value ETF Etf (DFAT)
DFA US Core Equity 1 ETF Etf (DCOR)
DFA International Small Cap Value ETF Etf (DISV)
iShares Core S&P 500 Etf (IVV)
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB)
Apple (AAPL)
DFA Emerging Markets Core Equity 2 ETF Etf (DFEM)
NVIDIA Corporation (NVDA)
DFA US Small Cap ETF Etf (DFAS)
Dimensional International Core Equity Market ETF Etf (DFAI)
Alphabet Inc Class A cs (GOOGL)
Vanguard Total Market Index ETF Etf (VTI)

View all positions for Monograph Wealth Advisors

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