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

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-09-30 $132k 1.1k 119.61
2024-06-30 $128k 1.1k 115.47
2024-03-31 $121k 1.0k 115.81
2023-09-30 $102k 905 113.16
2023-06-30 $136k 1.2k 115.26
2023-03-31 $84k 710 117.65
2022-03-31 $17k 138 122.05

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Avantis U.s. Equity Etf Etf (AVUS)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Apple Stock (AAPL)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Capital Group Dividend Value Etf Etf (CGDV)
Spdr Gold Minishares Trust Etf (GLDM)
Amazon Stock (AMZN)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Microsoft Corp Stock (MSFT)

View all positions for WR Wealth Planners

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