iShares Lehman 3-7 Yr Treasury Bond shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of iShares Lehman 3-7 Yr Treasury Bond (IEI) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman 3-7 Yr Treasury Bond by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 93k | 119.51 |
| 2025-06-30 | $9.3M | 78k | 119.09 |
| 2025-03-31 | $7.6M | 65k | 118.14 |
| 2024-12-31 | $7.0M | 60k | 115.55 |
| 2024-09-30 | $6.4M | 54k | 119.61 |
| 2024-06-30 | $5.1M | 44k | 115.47 |
| 2024-03-31 | $4.9M | 42k | 115.81 |
| 2023-12-31 | $6.0M | 52k | 117.13 |
| 2023-09-30 | $14M | 124k | 113.16 |
| 2023-06-30 | $14M | 124k | 115.26 |
| 2023-03-31 | $21M | 176k | 117.65 |
| 2022-12-31 | $24M | 209k | 114.89 |
| 2022-09-30 | $24M | 210k | 114.28 |
| 2022-06-30 | $27M | 224k | 119.34 |
| 2021-12-31 | $375k | 2.9k | 128.56 |
| 2021-09-30 | $414k | 3.2k | 130.03 |
| 2021-06-30 | $402k | 3.1k | 130.69 |
| 2021-03-31 | $336k | 2.6k | 129.73 |
| 2020-12-31 | $1.4M | 11k | 132.99 |
| 2020-09-30 | $3.1M | 23k | 133.59 |
| 2020-06-30 | $6.4M | 48k | 133.67 |
| 2020-03-31 | $5.6M | 42k | 133.33 |
| 2019-12-31 | $2.7M | 21k | 125.74 |
| 2019-09-30 | $4.3M | 34k | 126.81 |
| 2019-06-30 | $5.1M | 40k | 125.75 |
| 2019-03-31 | $19M | 157k | 123.20 |
| 2018-12-31 | $31M | 256k | 121.40 |
| 2018-09-30 | $17M | 140k | 119.07 |
| 2018-06-30 | $825k | 6.9k | 120.00 |
| 2018-03-31 | $7.5M | 62k | 120.62 |
| 2017-12-31 | $582k | 4.8k | 122.09 |
| 2017-09-30 | $810k | 6.6k | 123.48 |
| 2017-06-30 | $41M | 328k | 123.57 |
| 2017-03-31 | $11M | 87k | 123.05 |
| 2016-12-31 | $11M | 88k | 122.51 |
| 2016-09-30 | $7.0M | 55k | 126.53 |
| 2016-06-30 | $1.2M | 9.4k | 126.98 |
| 2016-03-31 | $3.2M | 25k | 125.94 |
| 2015-12-31 | $1.3M | 10k | 122.58 |
| 2015-09-30 | $1.4M | 11k | 124.61 |
| 2015-06-30 | $4.2M | 34k | 122.97 |
| 2015-03-31 | $5.2M | 42k | 123.90 |
| 2014-12-31 | $3.7M | 30k | 122.32 |
| 2014-09-30 | $4.2M | 35k | 121.31 |
| 2014-03-31 | $7.5M | 62k | 120.71 |
| 2013-12-31 | $368k | 3.1k | 120.14 |
| 2013-06-30 | $453k | 3.8k | 120.80 |
| 2013-03-31 | $505k | 4.1k | 123.56 |
| 2012-12-31 | $450k | 3.7k | 123.15 |
| 2012-06-30 | $487k | 4.0k | 123.10 |
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