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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
2024-06-30 $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

More positions owned by WR Wealth Planners

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

View all positions for WR Wealth Planners

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Bank of America Corporation
Financial Engines Advisors L.L.C
Envestnet Asset Management
Charles Schwab Investment Management
FMR
Morgan Stanley
Branch Banking & Trust Company
Assetmark
Wells Fargo & Company
Ameriprise Financial
Janney Montgomery Scott
HPM Partners
UBS Group
Creative Planning

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