iShares Lehman 3-7 Yr Treasury Bond shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman 3-7 Yr Treasury Bond (IEI) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in iShares Lehman 3-7 Yr Treasury Bond
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Quarterly reported holdings in iShares Lehman 3-7 Yr Treasury Bond by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 12k | 119.51 |
| 2025-06-30 | $1.5M | 13k | 119.09 |
| 2025-03-31 | $1.8M | 15k | 118.14 |
| 2024-12-31 | $2.5M | 22k | 115.55 |
| 2024-09-30 | $2.9M | 24k | 119.61 |
| 2024-06-30 | $3.4M | 29k | 115.47 |
| 2024-03-31 | $3.6M | 31k | 115.81 |
| 2023-12-31 | $4.2M | 36k | 117.13 |
| 2023-09-30 | $5.2M | 46k | 113.16 |
| 2023-06-30 | $6.2M | 54k | 115.26 |
| 2023-03-31 | $27M | 230k | 117.65 |
| 2022-12-31 | $48M | 416k | 114.89 |
| 2022-09-30 | $68M | 597k | 113.91 |
| 2022-06-30 | $91M | 762k | 119.34 |
| 2022-03-31 | $28M | 232k | 122.05 |
| 2021-12-31 | $14M | 109k | 128.67 |
| 2021-09-30 | $27M | 210k | 130.17 |
| 2021-06-30 | $33M | 249k | 130.53 |
| 2021-03-31 | $30M | 230k | 129.89 |
| 2020-12-31 | $57M | 426k | 132.98 |
| 2020-09-30 | $59M | 439k | 133.59 |
| 2020-06-30 | $62M | 460k | 133.67 |
| 2020-03-31 | $210k | 1.6k | 133.42 |
| 2016-12-31 | $13M | 106k | 122.51 |
| 2016-09-30 | $18M | 144k | 126.54 |
| 2016-06-30 | $20M | 159k | 127.35 |
| 2016-03-31 | $23M | 185k | 125.95 |
| 2015-12-31 | $1.9M | 16k | 122.60 |
| 2015-09-30 | $2.1M | 17k | 124.64 |
| 2015-06-30 | $933k | 7.6k | 122.97 |
| 2015-03-31 | $3.1M | 25k | 124.18 |
| 2014-09-30 | $225k | 1.9k | 121.56 |
| 2014-06-30 | $250k | 2.1k | 121.89 |
| 2014-03-31 | $248k | 2.1k | 120.92 |
| 2013-12-31 | $246k | 2.1k | 119.94 |
| 2013-09-30 | $442k | 3.6k | 121.40 |
| 2013-06-30 | $759k | 6.3k | 120.74 |
| 2013-03-31 | $936k | 7.6k | 123.47 |
| 2012-09-30 | $1.5M | 12k | 123.75 |
| 2012-06-30 | $1.6M | 13k | 122.98 |
| 2011-12-31 | $2.4M | 19k | 122.05 |
| 2011-09-30 | $6.9M | 57k | 121.48 |
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