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iShares Lehman 3-7 Yr Treasury Bond shares owned by Oak Harbor Wealth Partners

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

Historical chart of Oak Harbor Wealth Partners investment in iShares Lehman 3-7 Yr Treasury Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman 3-7 Yr Treasury Bond held by Oak Harbor Wealth Partners 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 Oak Harbor Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $77k 640 119.60
2024-06-30 $74k 640 115.47
2024-03-31 $112k 968 115.81
2023-12-31 $50k 430 117.13

More positions owned by Oak Harbor Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Motorola Solutions Com New (MSI)
Costco Wholesale Corporation (COST)
Caterpillar (CAT)
Lincoln National Corporation (LNC)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Penumbra (PEN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wolfspeed (WOLF)

View all positions for Oak Harbor Wealth Partners

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