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iShares Lehman 7-10 Yr Treas. Bond shares owned by BEAM Asset Management

Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by BEAM Asset Management from 13F filings

Historical chart of BEAM Asset Management investment in iShares Lehman 7-10 Yr Treas. Bond

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All positions including iShares Lehman 7-10 Yr Treas. Bond held by BEAM Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman 7-10 Yr Treas. Bond by BEAM Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 27k 94.66
2020-09-30 $441k 3.6k 121.86
2020-06-30 $419k 3.4k 121.52

More positions owned by BEAM Asset Management

Ishares Tr Core High Dv Etf (HDV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Fidelity Covington Trust Fidelity Magelan (FMAG)
Ishares Msci World Etf (URTH)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for BEAM Asset Management

Top funds holding iShares Lehman 7-10 Yr Treas. Bond

FMR
Fisher Investments
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Citadel Advisors
Ameriprise Financial
Bank of America Corporation
Pnc Financial Services
Morgan Stanley
Captrust Financial Advisors
Raymond James & Associates
Charles Schwab Investment Management
Northwestern Mutual Wealth Management Company
Ronald Blue Trust

View all funds holding iShares Lehman 7-10 Yr Treas. Bond