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iShares Barclays 10-20 Yr Tresry Bd shares owned by Waterloo Capital

Quarter-by-quarter ownership of iShares Barclays 10-20 Yr Tresry Bd (TLH) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in iShares Barclays 10-20 Yr Tresry Bd

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays 10-20 Yr Tresry Bd held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Barclays 10-20 Yr Tresry Bd by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $212k 2.1k 98.47
2023-06-30 $521k 4.7k 110.77
2023-03-31 $544k 4.8k 114.54

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Core Aggressive Allocation Etf Aggres Alloc Etf (AOA)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Aptus Enhanced Yield Etf Aptus Enhanced (JUCY)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Lehman 1-3 Month T-bill Etf Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Aptus Large Cap Enhanced Yield Etf Aptus Large Cap (DUBS)

View all positions for Waterloo Capital

Top funds holding iShares Barclays 10-20 Yr Tresry Bd

Bank of America Corporation
Forum Financial Management
Wells Fargo & Company
Branch Banking & Trust Company
Richard Bernstein Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
LPL Financial
Jpmorgan Chase & Co
Itau Unibanco Holding
Stifel Financial
UBS Group
Envestnet Portfolio Solutions
Pathstone Holdings
Assetmark
Coldstream Capital Management

View all funds holding iShares Barclays 10-20 Yr Tresry Bd