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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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All positions including iShares Lehman 3-7 Yr Treasury Bond held by SFMG Wealth Advisors 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 SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by SFMG Wealth Advisors

Atmos Energy Corporation (ATO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Expanded Tech (IGV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Long Term Us (SCHQ)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for SFMG Wealth Advisors

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Bank of America Corporation
Charles Schwab Investment Advisory
Branch Banking & Trust Company
HPM Partners
Janney Montgomery Scott
Assetmark
Bank Julius Baer & Co. Ltd, Zurich
Creative Planning
UBS Group
Wells Fargo & Company
Charles Schwab Investment Management
Matson Money
Stifel Financial
WestEnd Advisors

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