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iShares Lehman 7-10 Yr Treas. Bond shares owned by MGO Private Wealth

Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by MGO Private Wealth from 13F filings

Historical chart of MGO Private Wealth investment in iShares Lehman 7-10 Yr Treas. Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman 7-10 Yr Treas. Bond held by MGO Private Wealth 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 MGO Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $235k 2.5k 94.66
2023-12-31 $259k 2.7k 96.39
2023-09-30 $1.8M 20k 91.59
2023-06-30 $3.1M 32k 96.60

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Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Global X Fds Us Infr Dev Etf (PAVE)
Blackstone Secd Lending Common Stock (BXSL)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for MGO Private Wealth

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