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iShares Lehman 3-7 Yr Treasury Bond shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 19k 117.13
2023-09-30 $2.0M 18k 113.16
2023-06-30 $1.4M 12k 115.26
2023-03-31 $1.7M 14k 117.65
2022-12-31 $1.6M 14k 114.89
2022-09-30 $3.9M 34k 114.28
2022-06-30 $4.5M 38k 119.34
2022-03-31 $6.8M 56k 122.05
2021-12-31 $7.3M 57k 128.67
2021-09-30 $7.5M 58k 130.16
2021-06-30 $7.9M 61k 130.54
2021-03-31 $8.3M 64k 129.88
2020-12-31 $9.0M 68k 132.98
2020-09-30 $10M 75k 133.59
2020-06-30 $10M 76k 133.68
2020-03-31 $11M 84k 133.35
2019-12-31 $12M 93k 125.75
2019-09-30 $12M 98k 126.80
2019-06-30 $13M 105k 125.76
2019-03-31 $14M 117k 123.20
2018-12-31 $22M 179k 121.40

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

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