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iShares Lehman 3-7 Yr Treasury Bond shares owned by Phil A. Younker & Associates

Quarter-by-quarter ownership of iShares Lehman 3-7 Yr Treasury Bond (IEI) shares owned by Phil A. Younker & Associates from 13F filings

Historical chart of Phil A. Younker & Associates 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 Phil A. Younker & Associates 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 Phil A. Younker & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $896k 7.5k 119.51
2025-06-30 $893k 7.5k 119.09
2025-03-31 $886k 7.5k 118.13
2024-12-31 $867k 7.5k 115.55

More positions owned by Phil A. Younker & Associates

Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ssga Active Etf Tr Globl Allo Etf (GAL)
Ishares Tr Core 60/40 Balan (AOR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
British Amern Tob Sponsored Adr (BTI)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for Phil A. Younker & Associates

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