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Smallwood Wealth Investment Management »

iShares Lehman 3-7 Yr Treasury Bond shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$37k	307	119.51
2025-06-30	$44k	366	119.09
2025-03-31	$36k	307	118.13

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)

Apple (AAPL)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Index Fds Mcap Vl Idxvip (VOE)

Intercontinental Exchange (ICE)

Ea Series Trust Freedom 100 Em (FRDM)

Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

Capital Group Dividend Value Shs Creation Uni (CGDV)

J P Morgan Exchange Traded F Hedged Equity La (HELO)

Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)

Wisdomtree Tr Intl Equity Fd (DWM)

New York Life Invts Active E Nyli Mackay Mun (MMIT)

Vanguard World Energy Etf (VDE)

Jpmorgan Chase Finl Cal Lkd 44 (AMJB)

Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

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

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

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