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iShares Lehman 3-7 Yr Treasury Bond shares owned by MBL Wealth

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

Historical chart of MBL Wealth 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 MBL Wealth 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $22M 187k 115.81
2023-12-31 $20M 169k 117.13
2023-09-30 $17M 150k 113.16
2023-06-30 $14M 125k 115.26
2023-03-31 $14M 115k 117.65
2022-12-31 $7.7M 67k 114.89
2022-09-30 $7.5M 65k 114.28

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for MBL Wealth

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