Wealth Effects »

iShares Lehman 3-7 Yr Treasury Bond shares owned by Wealth Effects

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

Historical chart of Wealth Effects 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 Wealth Effects consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 3-7 Yr Treasury Bond by Wealth Effects

Quarter filed Position value Share count Share price at filing
2024-09-30 $271k 2.3k 119.61
2024-06-30 $262k 2.3k 115.47
2024-03-31 $323k 2.8k 115.81
2023-12-31 $458k 3.9k 117.13

More positions owned by Wealth Effects

Avadel Pharmaceuticals Com Shs (AVDL)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
The Trade Desk Com Cl A (TTD)
Alphabet Cap Stk Cl A (GOOGL)
Blackstone Group Inc Com Cl A (BX)
Impinj (PI)
International Business Machines (IBM)
Arrowhead Pharmaceuticals (ARWR)
United Rentals (URI)

View all positions for Wealth Effects

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