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iShares Lehman 3-7 Yr Treasury Bond shares owned by Spartan Planning & Wealth Management

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

Historical chart of Spartan Planning & Wealth 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 Spartan Planning & Wealth 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 Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.6M 47k 119.51
2025-06-30 $3.5M 30k 119.09
2025-03-31 $3.2M 27k 118.14

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View all positions for Spartan Planning & Wealth 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
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