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iShares Lehman 3-7 Yr Treasury Bond shares owned by Jacobi Capital Management

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

Historical chart of Jacobi Capital Management investment in iShares Lehman 3-7 Yr Treasury Bond

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All positions including iShares Lehman 3-7 Yr Treasury Bond held by Jacobi Capital Management 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 Jacobi Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $836k 7.2k 115.47
2024-03-31 $607k 5.2k 115.81
2023-09-30 $329k 2.9k 113.16
2023-06-30 $273k 2.4k 115.25
2023-03-31 $255k 2.2k 117.67
2022-12-31 $252k 2.2k 114.89
2022-09-30 $263k 2.3k 114.45
2022-06-30 $274k 2.3k 119.29
2022-03-31 $221k 1.8k 121.96
2021-12-31 $228k 1.8k 128.74
2021-09-30 $223k 1.7k 130.33
2021-06-30 $196k 1.5k 130.58
2021-03-31 $111k 856 129.67
2020-12-31 $82k 617 132.90
2020-09-30 $54k 407 132.68
2020-06-30 $55k 408 134.80
2020-03-31 $54k 403 134.00
2019-12-31 $51k 403 126.55
2019-09-30 $55k 431 127.61
2019-06-30 $68k 544 125.00
2019-03-31 $79k 639 123.63
2018-12-31 $78k 639 122.07
2018-09-30 $98k 822 119.22
2018-06-30 $112k 931 120.30
2018-03-31 $82k 682 120.23
2017-12-31 $24k 195 123.08
2017-09-30 $24k 195 123.08
2017-06-30 $24k 195 123.08
2017-03-31 $24k 195 123.08
2016-12-31 $24k 195 123.08
2016-09-30 $25k 195 128.21
2016-06-30 $25k 195 128.21

More positions owned by Jacobi Capital Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Eli Lilly & Co. (LLY)
Spdr Gold Tr Gold Shs (GLD)
Pepsi (PEP)

View all positions for Jacobi Capital Management

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Invesco
Bank of America Corporation
Financial Engines Advisors L.L.C
Envestnet Asset Management
Morgan Stanley
Captrust Financial Advisors
Branch Banking & Trust Company
HPM Partners
Assetmark
Janney Montgomery Scott
Bank Julius Baer & Co. Ltd, Zurich
LPL Financial
Creative Planning
Wells Fargo & Company

View all funds holding iShares Lehman 3-7 Yr Treasury Bond