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iShares Lehman 3-7 Yr Treasury Bond shares owned by Stonehaven Wealth & Tax Solutions

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

Historical chart of Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.0M	8.4k	119.51
2025-06-30	$973k	8.2k	119.09
2025-03-31	$966k	8.2k	118.14
2024-12-31	$579k	5.0k	115.55

More positions owned by Stonehaven Wealth & Tax Solutions

Spdr Series Trust Portfolio S&p500 (SPLG)

J P Morgan Exchange Traded F Betabuilders I (BBIN)

Ishares Tr Core Us Aggbd Et (AGG)

First Tr Exchange-traded Smid Risng Etf (SDVY)

First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

First Tr Exchange-traded SHS (FVD)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

J P Morgan Exchange Traded F Diversfed Rtrn (JPME)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)

Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Stonehaven Wealth & Tax Solutions

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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