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iShares Lehman 3-7 Yr Treasury Bond shares owned by Morton Brown Family Wealth

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

Historical chart of Morton Brown Family Wealth 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 Morton Brown Family 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 Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $349k 3.0k 115.81
2023-12-31 $254k 2.2k 117.13
2023-09-30 $219k 1.9k 113.16
2023-06-30 $295k 2.6k 115.26
2023-03-31 $304k 2.6k 117.65
2022-12-31 $284k 2.5k 114.89

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab International Small-cap Equity Etf Etf (SCHC)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Morton Brown Family Wealth

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Bank of America Corporation
Financial Engines Advisors L.L.C
Envestnet Asset Management
FMR
Morgan Stanley
Charles Schwab Investment Advisory
Branch Banking & Trust Company
HPM Partners
Janney Montgomery Scott
Ameriprise Financial
Assetmark
UBS Group
Creative Planning
Stifel Financial

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