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

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

Historical chart of Wealth Effects 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 Wealth Effects 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 Wealth Effects

Quarter filed Position value Share count Share price at filing
2024-03-31 $323k 2.8k 115.81
2023-12-31 $458k 3.9k 117.13

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JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
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The Trade Desk Com Cl A (TTD)
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View all positions for Wealth Effects

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