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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

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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
2025-09-30	$2.3M	20k	119.51
2025-06-30	$4.7M	39k	119.09
2025-03-31	$4.3M	37k	118.13
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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Franklin Templeton Etf Tr Us Treasury Bond (FLGV)

First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)

View all positions for Sequent Planning

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

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

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