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iShares Lehman 3-7 Yr Treasury Bond shares owned by TPG Financial Advisors

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

Historical chart of TPG Financial Advisors 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 TPG Financial 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 TPG Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 40k 119.61
2024-06-30 $4.2M 37k 115.47
2023-12-31 $3.3M 29k 116.62
2023-09-30 $3.3M 29k 113.16
2023-06-30 $3.9M 34k 115.26

More positions owned by TPG Financial Advisors

Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for TPG Financial Advisors

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Invesco
Bank of America Corporation
Financial Engines Advisors L.L.C
Envestnet Asset Management
Morgan Stanley
Captrust Financial Advisors
Branch Banking & Trust Company
HPM Partners
Assetmark
Janney Montgomery Scott
Bank Julius Baer & Co. Ltd, Zurich
LPL Financial
Creative Planning
Wells Fargo & Company

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