Summit Financial »

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

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

Historical chart of Summit Financial 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 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

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.3M 95k 98.12
2024-06-30 $8.8M 94k 93.65
2024-03-31 $3.3M 35k 94.66
2023-12-31 $3.3M 34k 96.39
2023-09-30 $3.2M 35k 91.59
2023-06-30 $3.4M 35k 96.60
2023-03-31 $286k 2.9k 99.13
2022-12-31 $302k 3.2k 95.79
2022-09-30 $327k 3.4k 95.99

More positions owned by Summit Financial

Vanguard Tsm Idx;etf Etf (VTI)
Vanguard Ftse Xus;etf Etf (VEU)
Vanguard Gro Idx;etf Etf (VUG)
Chipotle Mexican Grill Common Stock (CMG)
Vanguard Value Etf Etf (VTV)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
SPDR S&P 500 Etf (SPY)
Vanguard 500 Idx;etf Etf (VOO)
Amazon.com Common Stock (AMZN)
Nvidia Corporation Common Stock (NVDA)
Vanguard Sc V I;etf Etf (VBR)
Ishares:core S&p 500 Etf (IVV)
Meta Platforms Common Stock (META)
Vanguard Mc V I;etf Etf (VOE)

View all positions for Summit Financial

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

Fisher Investments
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Citadel Advisors
Pnc Financial Services
Captrust Financial Advisors
Sona Asset Management
Raymond James & Associates
Ronald Blue Trust
Northwestern Mutual Wealth Management Company
BlackRock
BlackRock
LPL Financial

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