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iShares Lehman 3-7 Yr Treasury Bond shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of iShares Lehman 3-7 Yr Treasury Bond (IEI) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors 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 Roehl & Yi Investment Advisors 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 Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $944k 944k 1.00

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Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
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Microsoft Corporation (MSFT)
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Capital Group Growth Etf Shs Creat Unit (CGGR)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Capital Group International SHS (CGIE)

View all positions for Roehl & Yi Investment Advisors

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Bank of America Corporation
Captrust Financial Advisors
Financial Engines Advisors L.L.C
Invesco
Assetmark
FMR
Envestnet Asset Management
Ameriprise Financial
Morgan Stanley
LPL Financial
Bank Julius Baer & Co. Ltd, Zurich
Wells Fargo & Company
Mariner Wealth Advisors
Stifel Financial

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