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

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

Historical chart of MorganRosel 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 MorganRosel 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 MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $846k 7.1k 119.61
2024-06-30 $797k 6.9k 115.47
2024-03-31 $854k 7.4k 115.81

More positions owned by MorganRosel Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Gold Tr Shares Represent (IAUM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Wellington Us Value Factr (VFVA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

View all positions for MorganRosel Wealth Management

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Invesco
Bank of America Corporation
Financial Engines Advisors L.L.C
Envestnet Asset Management
Morgan Stanley
Captrust Financial Advisors
Branch Banking & Trust Company
HPM Partners
Assetmark
Janney Montgomery Scott
Bank Julius Baer & Co. Ltd, Zurich
LPL Financial
Creative Planning
Wells Fargo & Company

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