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iShares Barclays 20+ Yr Treas.Bond shares owned by Accretive Wealth Partners

Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by Accretive Wealth Partners from 13F filings

Historical chart of Accretive Wealth Partners investment in iShares Barclays 20+ Yr Treas.Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays 20+ Yr Treas.Bond held by Accretive Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by Accretive Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 12k 89.84
2023-12-31 $1.1M 12k 98.88
2023-09-30 $328k 3.7k 88.69
2023-06-30 $381k 3.7k 102.94
2023-03-31 $394k 3.7k 106.37
2022-12-31 $365k 3.7k 99.56
2022-09-30 $1.6M 16k 102.44
2022-06-30 $2.1M 19k 114.89

More positions owned by Accretive Wealth Partners

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Gold Tr Ishares New (IAU)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr S&P SML 600 GWT (IJT)
Amazon (AMZN)
Marathon Petroleum Corp (MPC)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Accretive Wealth Partners

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Bank of America Corporation
Susquehanna International
Morgan Stanley
Rafferty Asset Management
UBS Group
Citadel Advisors
Jane Street
FMR
BlackRock
Citigroup
Envestnet Asset Management
Parallax Volatility Advisers
Goldman Sachs Group
TD Asset Management
GFG Capital

View all funds holding iShares Barclays 20+ Yr Treas.Bond