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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
2024-03-31 $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)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Penumbra (PEN)
Lincoln National Corporation (LNC)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Motorola Solutions Com New (MSI)
Caterpillar (CAT)
Visa Com Cl A (V)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Oak Harbor Wealth Partners

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Bank of America Corporation
Charles Schwab Investment Advisory
Branch Banking & Trust Company
HPM Partners
Assetmark
Bank Julius Baer & Co. Ltd, Zurich
Janney Montgomery Scott
Creative Planning
UBS Group
Wells Fargo & Company
Charles Schwab Investment Management
Matson Money
Stifel Financial
WestEnd Advisors

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