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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
2025-09-30 $1.8M 15k 119.51
2025-06-30 $1.5M 13k 119.09
2025-03-31 $1.4M 12k 118.13
2024-12-31 $1.2M 10k 115.55
2024-09-30 $1.1M 9.3k 119.60
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 25 2200.00
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

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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 Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Etf Opportunities Trust Applied Fina Val (VSLU)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Jacobi Capital Management

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Captrust Financial Advisors
Invesco
Financial Engines Advisors L.L.C
Envestnet Asset Management
BlackRock
Morgan Stanley
Assetmark
Ameriprise Financial
Bank Julius Baer & Co. Ltd, Zurich
LPL Financial
Wells Fargo & Company
UBS Group
Stifel Financial
Wit

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