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iShares Lehman 3-7 Yr Treasury Bond shares owned by Summitpoint Capital Management

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

Historical chart of Summitpoint Capital Management investment in iShares Lehman 3-7 Yr Treasury Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman 3-7 Yr Treasury Bond held by Summitpoint Capital Management 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 Summitpoint Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.4M 45k 119.35

More positions owned by Summitpoint Capital Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ssga Active Etf Tr State Street Dou (TOTL)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Hdg Msci Eafe (HEFA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ibonds 28 Trm Ts (IBTI)

View all positions for Summitpoint Capital Management

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Captrust Financial Advisors
Invesco
Financial Engines Advisors L.L.C
Envestnet Asset Management
Assetmark
UBS Group
LPL Financial
Ameriprise Financial
Stifel Financial
Bank Julius Baer & Co. Ltd, Zurich
Wells Fargo & Company
Wit
Mariner Wealth Advisors
Branch Banking & Trust Company
HPM Partners

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