iShares Lehman 7-10 Yr Treas. Bond shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in iShares Lehman 7-10 Yr Treas. Bond
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All positions including iShares Lehman 7-10 Yr Treas. Bond held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman 7-10 Yr Treas. Bond by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.8M | 92k | 96.46 |
| 2025-06-30 | $8.9M | 93k | 95.77 |
| 2025-03-31 | $4.0M | 42k | 95.37 |
| 2024-12-31 | $386k | 4.2k | 92.46 |
| 2024-09-30 | $331k | 3.4k | 98.13 |
| 2024-06-30 | $303k | 3.2k | 93.64 |
| 2024-03-31 | $3.1M | 33k | 94.66 |
| 2023-12-31 | $6.4M | 67k | 96.39 |
| 2023-09-30 | $3.4M | 37k | 91.59 |
| 2023-06-30 | $6.8M | 71k | 96.60 |
| 2023-03-31 | $10M | 102k | 99.12 |
| 2022-12-31 | $10M | 105k | 95.78 |
| 2022-09-30 | $10M | 107k | 95.99 |
| 2022-06-30 | $6.1M | 60k | 102.30 |
| 2022-03-31 | $758k | 7.1k | 107.43 |
| 2021-12-31 | $853k | 7.4k | 115.07 |
| 2021-09-30 | $1.1M | 9.6k | 115.20 |
| 2021-06-30 | $1.0M | 9.1k | 115.46 |
| 2021-03-31 | $2.8M | 25k | 112.94 |
| 2020-12-31 | $3.1M | 26k | 119.94 |
| 2020-09-30 | $5.4M | 45k | 121.81 |
| 2020-06-30 | $11M | 94k | 121.87 |
| 2020-03-31 | $11M | 91k | 121.48 |
| 2019-12-31 | $3.2M | 29k | 110.23 |
| 2019-09-30 | $9.4M | 83k | 112.47 |
| 2019-06-30 | $6.7M | 61k | 110.02 |
| 2019-03-31 | $10M | 95k | 106.66 |
| 2018-12-31 | $75M | 724k | 104.20 |
| 2018-09-30 | $9.2M | 91k | 101.17 |
| 2018-06-30 | $30M | 290k | 102.51 |
| 2018-03-31 | $10M | 97k | 103.19 |
| 2017-12-31 | $23M | 217k | 105.57 |
| 2017-09-30 | $20M | 189k | 106.52 |
| 2017-06-30 | $21M | 201k | 106.61 |
| 2017-03-31 | $18M | 166k | 105.59 |
| 2016-12-31 | $19M | 177k | 104.82 |
| 2016-09-30 | $24M | 213k | 111.88 |
| 2016-06-30 | $10M | 91k | 113.00 |
| 2016-03-31 | $11M | 104k | 110.34 |
| 2015-12-31 | $3.4M | 32k | 105.60 |
| 2015-09-30 | $110M | 1.0M | 107.87 |
| 2015-06-30 | $3.6M | 35k | 105.02 |
| 2015-03-31 | $6.5M | 60k | 107.54 |
| 2014-12-31 | $4.2M | 39k | 105.99 |
| 2014-09-30 | $4.9M | 47k | 103.63 |
| 2014-03-31 | $279k | 2.7k | 101.68 |
| 2013-12-31 | $261k | 2.6k | 99.05 |
| 2013-09-30 | $1.8M | 18k | 102.09 |
| 2013-06-30 | $23M | 225k | 102.50 |
| 2013-03-31 | $22M | 202k | 107.34 |
| 2012-12-31 | $15M | 142k | 107.49 |
| 2012-09-30 | $20M | 181k | 108.46 |
| 2012-06-30 | $6.2M | 58k | 107.92 |
| 2011-12-31 | $5.3M | 50k | 105.57 |
| 2011-09-30 | $40M | 383k | 105.07 |
| 2011-03-31 | $3.2M | 35k | 93.01 |
| 2010-12-31 | $3.1M | 33k | 93.81 |
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