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iShares Lehman 3-7 Yr Treasury Bond shares owned by Retirement Capital Strategies

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

Historical chart of Retirement Capital Strategies 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 Retirement Capital Strategies 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 Retirement Capital Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $385k 3.3k 115.81
2023-06-30 $11M 95k 115.26

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Gov/cred Bd Etf (GBF)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr S&p 500 Esg Etf (EFIV)
Ishares Tr Faln Angls Usd (FALN)
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Ishares Tr Esg Msci Usa Etf (USXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard World Financials Etf (VFH)

View all positions for Retirement Capital Strategies

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