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

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

Historical chart of Moulton 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 Moulton 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 Moulton Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 21k 118.11
2024-06-30 $956k 8.3k 115.83
2024-03-31 $1.5M 13k 115.81

More positions owned by Moulton Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Gold Tr Ishares New (IAU)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Goldman Sachs Physical Gold Unit (AAAU)
Vanguard Index Fds Growth Etf (VUG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Select Sector Spdr Tr Indl (XLI)

View all positions for Moulton Wealth Management

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
Assetmark
Wells Fargo & Company
Janney Montgomery Scott
HPM Partners
Bank Julius Baer & Co. Ltd, Zurich
Creative Planning
Stifel Financial
Matson Money
LPL Financial

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