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

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

Historical chart of Principle Wealth Partners 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 Principle 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 Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $315k 2.7k 117.13
2023-09-30 $7.3M 64k 113.16
2023-06-30 $21M 182k 115.26
2023-03-31 $21M 181k 117.65

More positions owned by Principle Wealth Partners

Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Alps Etf Tr Smith Core Plus (SMTH)
Amazon (AMZN)
Vaneck Etf Trust Morningstar Smid (SMOT)
McDonald's Corporation (MCD)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Amgen (AMGN)
Johnson & Johnson (JNJ)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Principle 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
Janney Montgomery Scott
Assetmark
Bank Julius Baer & Co. Ltd, Zurich
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