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iShares Lehman 3-7 Yr Treasury Bond shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8M 33k 117.13
2023-09-30 $3.8M 34k 113.16
2023-06-30 $6.3M 54k 115.13
2023-03-31 $6.5M 55k 117.65
2022-12-31 $4.2M 47k 90.58
2022-09-30 $3.4M 30k 114.27
2022-06-30 $2.7M 23k 119.32
2022-03-31 $813k 6.3k 128.64
2021-12-31 $813k 6.3k 128.64
2021-09-30 $1.1M 8.4k 130.15
2021-06-30 $893k 6.8k 130.52
2021-03-31 $1.5M 11k 129.95
2020-12-31 $3.1M 24k 132.97
2020-09-30 $4.4M 33k 133.62
2020-06-30 $4.5M 33k 133.68
2020-03-31 $5.5M 41k 133.33
2019-12-31 $2.0M 16k 125.76
2019-09-30 $1.6M 13k 126.71
2019-06-30 $713k 5.7k 125.77
2019-03-31 $987k 8.0k 123.16
2018-12-31 $764k 6.3k 121.33
2018-09-30 $1.1M 9.0k 119.07
2018-06-30 $635k 5.3k 119.68
2018-03-31 $696k 5.8k 120.64
2017-12-31 $683k 5.6k 121.79
2017-09-30 $1.3M 11k 123.30
2017-06-30 $1.4M 11k 123.19
2017-03-31 $1.6M 13k 123.41
2016-12-31 $1.4M 11k 122.86
2016-09-30 $1.0M 8.2k 125.95
2016-06-30 $892k 7.0k 127.63
2016-03-31 $632k 5.0k 125.95
2015-12-31 $669k 5.5k 122.68
2015-09-30 $414k 3.3k 124.66
2015-06-30 $350k 2.8k 122.89
2015-03-31 $326k 2.6k 124.10
2014-12-31 $261k 2.1k 122.48
2014-09-30 $177k 1.5k 120.98

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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