Summit Financial Consulting »

iShares Lehman 7-10 Yr Treas. Bond shares owned by Summit Financial Consulting

Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by Summit Financial Consulting from 13F filings

Historical chart of Summit Financial Consulting 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 Summit Financial Consulting consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 7-10 Yr Treas. Bond by Summit Financial Consulting

Quarter filed Position value Share count Share price at filing
2026-09-30 $26M 296k 89.31
2025-06-30 $53M 555k 95.77
2025-03-31 $578k 6.1k 95.37

More positions owned by Summit Financial Consulting

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr U.s. Tech Etf (IYW)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr U.s. Energy Etf (IYE)
Ishares Tr Us Telecom Etf (IYZ)
Ishares Tr U.s. Bas Mtl Etf (IYM)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Msci Emg Mkt Etf (EEM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Ishares Tr Sp Smcp600vl Etf (IJS)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Select Sector Spdr Tr St Str Util Etf (XLU)

View all positions for Summit Financial Consulting

Top funds holding iShares Lehman 7-10 Yr Treas. Bond

Fisher Investments
Jpmorgan Chase & Co
FMR
Bank of America Corporation
Ameriprise Financial
Envestnet Asset Management
Jane Street
Pnc Financial Services
Ronald Blue Trust
Raymond James Financial
UBS Group
LPL Financial
Captrust Financial Advisors
Northwestern Mutual Wealth Management Company
Susquehanna International

View all funds holding iShares Lehman 7-10 Yr Treas. Bond