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

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $946k 7.9k 119.60
2024-06-30 $934k 8.1k 115.48
2024-03-31 $1.0M 8.9k 115.81
2023-12-31 $627k 5.4k 117.13

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View all positions for Simplicity Wealth

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Bank of America Corporation
Envestnet Asset Management
Charles Schwab Investment Management
Morgan Stanley
Branch Banking & Trust Company
Assetmark
Wells Fargo & Company
Janney Montgomery Scott
HPM Partners
Bank Julius Baer & Co. Ltd, Zurich
Creative Planning
Stifel Financial
Matson Money
LPL Financial

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