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

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

Historical chart of Waystone Advisors 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 Waystone 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 Waystone Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 10k 119.35

More positions owned by Waystone Advisors

Microsoft Corporation (MSFT)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Val Etf (MGV)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Amazon (AMZN)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Global X Fds Us Infr Dev Etf (PAVE)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Waystone Advisors

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
Assetmark
Ameriprise Financial
Bank Julius Baer & Co. Ltd, Zurich
UBS Group
LPL Financial
Wells Fargo & Company
Stifel Financial
Wit
Branch Banking & Trust Company

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