Procyon Private Wealth Partners »

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

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

Historical chart of Procyon Private 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 Procyon Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 3-7 Yr Treasury Bond by Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.9M 74k 119.51
2025-06-30 $291k 2.4k 119.09

More positions owned by Procyon Private Wealth Partners

Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Spdr Series Trust Portfolio Crport (SPBO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Quality Grow (QGRO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Procyon Private Wealth Partners

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Captrust Financial Advisors
Invesco
Financial Engines Advisors L.L.C
Envestnet Asset Management
BlackRock
Morgan Stanley
Assetmark
Ameriprise Financial
Bank Julius Baer & Co. Ltd, Zurich
LPL Financial
Wells Fargo & Company
UBS Group
Stifel Financial
Wit

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