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iShares Lehman 3-7 Yr Treasury Bond shares owned by Atria Investments

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

Historical chart of Atria Investments investment in iShares Lehman 3-7 Yr Treasury Bond

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All positions including iShares Lehman 3-7 Yr Treasury Bond held by Atria Investments 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.9M 68k 115.81
2023-12-31 $8.1M 69k 117.13
2023-09-30 $7.8M 69k 113.16
2023-06-30 $8.1M 70k 115.26
2023-03-31 $10M 85k 117.65
2022-12-31 $8.1M 71k 114.89
2022-09-30 $8.3M 73k 114.28
2022-06-30 $8.4M 71k 119.34
2022-03-31 $5.9M 48k 122.04
2021-12-31 $6.4M 50k 128.68
2021-09-30 $5.5M 42k 130.16
2021-06-30 $3.2M 24k 130.53
2021-03-31 $1.9M 15k 129.90
2020-12-31 $1.0M 7.5k 132.94
2020-09-30 $3.9M 29k 133.58
2020-06-30 $8.5M 64k 133.66
2019-12-31 $2.0M 16k 125.76
2019-09-30 $10M 81k 126.80
2019-06-30 $8.8M 70k 127.09
2019-03-31 $1.6M 13k 123.21
2018-12-31 $255k 2.1k 121.26
2018-09-30 $9.8M 83k 119.07
2018-06-30 $9.7M 81k 120.00
2018-03-31 $3.0M 25k 120.61
2017-12-31 $4.9M 40k 122.17
2017-09-30 $14M 111k 123.51
2017-06-30 $13M 107k 123.57
2017-03-31 $4.6M 38k 123.06
2016-12-31 $5.1M 42k 122.52
2016-09-30 $11M 86k 126.54
2016-06-30 $8.9M 70k 127.33
2016-03-31 $2.8M 22k 125.97
2015-12-31 $511k 4.1k 123.79
2015-09-30 $1.1k 132 7.99
2015-03-31 $930k 7.5k 124.22
2014-12-31 $1.1M 9.3k 122.30
2014-03-31 $214k 1.8k 120.90
2013-09-30 $3.6M 30k 121.33
2011-12-31 $1.2M 9.8k 121.50

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Unified Ser Tr Oneascent Large (OALC)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Meta Platforms Cl A (META)

View all positions for Atria Investments

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
FMR
Morgan Stanley
Charles Schwab Investment Advisory
Branch Banking & Trust Company
HPM Partners
Janney Montgomery Scott
Ameriprise Financial
Assetmark
UBS Group
Creative Planning
Stifel Financial

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