Bailard »

Lehman Brothers First Trust IOF shares owned by Bailard

Quarter-by-quarter ownership of Lehman Brothers First Trust IOF (NHS) shares owned by Bailard from 13F filings

Historical chart of Bailard investment in Lehman Brothers First Trust IOF

Tip: Access up to 7 years of quarterly data

All positions including Lehman Brothers First Trust IOF held by Bailard 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 Lehman Brothers First Trust IOF by Bailard

Quarter filed Position value Share count Share price at filing
2023-12-31 $84k 11k 7.72
2023-09-30 $82k 11k 7.53
2023-06-30 $81k 11k 7.49
2023-03-31 $92k 11k 8.52
2022-12-31 $92k 11k 8.52
2022-09-30 $86k 11k 7.93
2022-06-30 $91k 11k 8.40
2022-03-31 $124k 11k 11.44
2021-12-31 $135k 11k 12.46
2021-09-30 $137k 11k 12.64

More positions owned by Bailard

Microsoft Corporation (MSFT)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Fds Inf Tech Etf (VGT)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Gilead Sciences (GILD)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Visa Com Cl A (V)

View all positions for Bailard

Top funds holding Lehman Brothers First Trust IOF

Clough Capital Partners
Guggenheim Capital, LLC Managers
Shaker Financial Services
Uncommon Cents Investing
Quarry
Landscape Capital Management
Melfa Wealth Management
Advisor Group Holdings
HighTower Advisors
Harbour Investments
SFI Advisors
Wells Fargo & Company
Wolverine Asset Management
Commonwealth Equity Services
SeaCrest Wealth Management

View all funds holding Lehman Brothers First Trust IOF