iShares Lehman 3-7 Yr Treasury Bond shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares Lehman 3-7 Yr Treasury Bond (IEI) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners 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 Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $696k | 6.0k | 115.46 |
| 2024-03-31 | $689k | 5.9k | 115.82 |
| 2023-12-31 | $772k | 6.6k | 117.13 |
| 2023-09-30 | $778k | 6.9k | 113.17 |
| 2023-06-30 | $812k | 7.0k | 115.25 |
| 2023-03-31 | $847k | 7.2k | 117.65 |
| 2022-12-31 | $854k | 7.4k | 114.89 |
| 2022-09-30 | $420k | 3.7k | 114.28 |
| 2022-06-30 | $246k | 2.1k | 119.37 |
| 2022-03-31 | $268k | 2.2k | 122.08 |
| 2021-12-31 | $354k | 2.8k | 128.66 |
| 2021-09-30 | $438k | 3.4k | 130.18 |
| 2021-06-30 | $466k | 3.6k | 130.53 |
| 2021-03-31 | $530k | 4.1k | 129.88 |
| 2020-12-31 | $707k | 5.3k | 132.98 |
| 2020-09-30 | $2.4M | 18k | 133.59 |
| 2020-06-30 | $2.2M | 17k | 133.67 |
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