iShares Lehman 7-10 Yr Treas. Bond shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in iShares Lehman 7-10 Yr Treas. Bond
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Quarterly reported holdings in iShares Lehman 7-10 Yr Treas. Bond by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.4M | 98k | 96.46 |
| 2025-06-30 | $9.0M | 94k | 95.77 |
| 2025-03-31 | $9.9M | 104k | 95.37 |
| 2024-12-31 | $9.2M | 100k | 92.45 |
| 2024-09-30 | $10M | 104k | 98.12 |
| 2024-06-30 | $9.9M | 105k | 93.65 |
| 2024-03-31 | $9.1M | 96k | 94.66 |
| 2023-12-31 | $8.7M | 91k | 96.39 |
| 2023-09-30 | $7.6M | 83k | 91.59 |
| 2023-06-30 | $7.0M | 72k | 96.60 |
| 2023-03-31 | $6.4M | 65k | 99.12 |
| 2022-12-31 | $614k | 6.4k | 95.78 |
| 2022-09-30 | $326k | 3.4k | 95.98 |
| 2022-06-30 | $337k | 3.3k | 102.31 |
| 2022-03-31 | $621k | 5.8k | 107.46 |
| 2021-12-31 | $718k | 6.2k | 115.00 |
| 2021-09-30 | $731k | 6.3k | 115.23 |
| 2021-06-30 | $732k | 6.3k | 115.49 |
| 2021-03-31 | $729k | 6.5k | 112.94 |
| 2020-12-31 | $1.0M | 8.7k | 119.95 |
| 2020-09-30 | $3.1M | 25k | 121.82 |
| 2020-06-30 | $3.2M | 26k | 121.87 |
| 2020-03-31 | $547k | 4.5k | 121.48 |
| 2019-12-31 | $496k | 4.5k | 110.22 |
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