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iShares Lehman 3-7 Yr Treasury Bond shares owned by Sequent Planning

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

Historical chart of Sequent Planning investment in iShares Lehman 3-7 Yr Treasury Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman 3-7 Yr Treasury Bond held by Sequent Planning 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.7M 32k 115.55
2024-09-30 $4.2M 35k 119.61
2024-06-30 $4.6M 40k 114.73
2024-03-31 $4.5M 39k 115.81

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First Tr Exchange-traded Vest Gold Strtgy (BGLD)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)

View all positions for Sequent Planning

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

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

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